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BAXTER CAPITAL MANAGEMENT INC

Business and Investment Profile

The BAXTER CAPITAL MANAGEMENT INC is a privately held investment adviser that advises $4.19Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BAXTER CAPITAL MANAGEMENT INC 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 324.1% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 47.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9247 NORTH MERIDIAN STREET STE. 103, INDIANAPOLIS, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $4.19Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 13 other accounts. Assets of Charitable Organizations clients own $3.44Bn or 81.94% of Total Assets and Banking of Thrift Institutions own $757.28mn or 18.06% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Charitable Organizations and Banking of Thrift Institutions.

Service Provider Profile

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.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

BAXTER CAPITAL MANAGEMENT INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BAXTER CAPITAL MANAGEMENT INC

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Keywords: Baxter Capital Management, Baxter
Generated 2026-09-12T06:48:25.9894611.  © 2026 Convergence.