The BTC CAPITAL MANAGEMENT, INC. is a privately held investment adviser that advises $4.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BTC 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 16.69% over the last 5-years.
The Group has been registered with the SEC for 23.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 453 7TH STREET, DES MOINES, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 9 investment and 8 non-investment staff. The total number of Employees remained the same over the last few years.
Their $4.6Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 77 other accounts. Assets of Banking of Thrift Institutions clients own $3.67Bn or 79.84% of Total Assets and Charitable Organizations own $292.86mn or 6.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Banking of Thrift Institutions and Charitable Organizations.
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.
BTC 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.