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CAPFINANCIAL PARTNERS, LLC

dba CAPTRUST · CRD 175112 · Registered Investment Adviser

Manages private funds

CAPFINANCIAL PARTNERS, LLC is a Registered Investment Adviser headquartered in RALEIGH, NC. The firm reports $1,236,704,853,633 in regulatory assets under management across 146,777 accounts, and manages 17 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$320,175,961,012
Non-discretionary$916,528,892,621
Total RAUM$1,236,704,853,633
Accounts146,777

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 175112. adviserinfo.sec.gov/firm/summary/175112.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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