The STATETRUST CAPITAL, LLC. is a privately held investment adviser that advises $93.65mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STATETRUST CAPITAL, LLC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 19.09% over the last 5-years.
The Group has been registered with the SEC for 24.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1750 CLINT MOORE ROAD, BOCA RATON, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees decreased by 89.19% over the last 5-years.
Their $93.65mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $47.71mn or 50.94% of Total Assets and Insurance Companies own $24.26mn or 25.9% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Insurance Companies.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
STATETRUST CAPITAL, LLC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.