The CAPFINANCIAL PARTNERS is a privately held investment adviser that advises $1,236.7Bn in regulatory assets under management held in 4 SEC fund types across 4 investment strategies. CAPFINANCIAL PARTNERS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 174.33% over the last 5-years.
The Group has been registered with the SEC for 23.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 4208 SIX FORKS RD SUITE 1700, RALEIGH, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,841 employees comprised of 885 investment and 956 non-investment staff. The total number of Employees increased by 133.33% over the last 5-years.
Their $1,236.7Bn in assets advised are owned by 28 private funds, 0 public funds and BDCs and 3,881 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1,071.6Bn or 86.65% of Total Assets and High Net Worth Individuals own $89.36Bn or 7.23% of Total Assets.
The Group's top investment strategies include Real Estate, Fund of Funds and Traditional LBO, representing 49.31%, 32.69% and 9.39% of total assets, respectively.
They advise 8 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 1 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, management fees and performance-based fees.
CAPFINANCIAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 11 funds.