CAPTRUST Financial Advisors

Also known as CAPTRUST

Wealth ManagerRaleigh, United StatesFounded 1997
$360.0B
Assets Under Management
Raleigh
Headquarters

About CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is an independent Asset Management and retirement plan advisory firm to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high net worth individuals, specifically in Salt Lake City, Las Vegas and Southern California. CAPTRUST represents more than $300 billion in client assets from its offices located across the U.S. CAPTRUST Financial Advisors' investment portfolio is valued at $170 billion as of November 06, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, and other alternative asset classes. Investments in private equity include buyouts, diversified private equity, private debt, private equity growth expansion, and venture capital strategies.

Preferred Investment Types

BuyoutCredit Special SituationsDebt - GeneralDirect LendingDistressed DebtPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Conservative AllocationEndowment FundEquity/Mutual FundsEquity SecuritiesOptions TradingStartups & ManagementFinanceTraditional Investments (Liquid Assets)High-Level SectorsNon-ProfitAlternative Investments

Preferred Geographies

CanadaEuropeUnited States

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Frequently asked questions

What type of investor is CAPTRUST Financial Advisors?

CAPTRUST Financial Advisors is a wealth manager based in Raleigh, United States, managing approximately $360.0B in assets.

Where is CAPTRUST Financial Advisors headquartered?

CAPTRUST Financial Advisors is headquartered in Raleigh, United States.

How much does CAPTRUST Financial Advisors manage?

CAPTRUST Financial Advisors manages approximately $360.0B in assets under management.

When was CAPTRUST Financial Advisors founded?

CAPTRUST Financial Advisors was founded in 1997.

What does CAPTRUST Financial Advisors invest in?

CAPTRUST Financial Advisors focuses on Buyout, Credit Special Situations, Debt - General, Direct Lending, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund.

How can I contact CAPTRUST Financial Advisors?

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