CAPITAL BANK AND TRUST COMPANY is a Irvine, California based financial advisory firm with nearly $75,863,757,861 in assets under management and provides investment advisory services for 536 clients. There are currently 151 financial advisors at the firm.
General Information |
| Firm CRD#: | 170017 | |
| SEC#: | 801-79234 | |
| Assets under Management: | $75,863,757,861 | |
| No. of Clients: | 536 | |
| No. of Advisors: | 151 | |
| Advisory Services Provided: | Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WILSHIRE | 6210 | 801-36233 | 373588 | 298 | $94,873,146,068 |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 801-56293 | 56585 | 690 | $86,270,585,130 |
| APERIO GROUP, LLC | 111616 | 801-57184 | 16173 | 170 | $80,212,688,341 |
| NFP RETIREMENT INC. | 121254 | 801-66107 | 5514 | 219 | $96,454,495,427 |
| ICONIQ CAPITAL, LLC | 159198 | 801-72878 | 1477 | 451 | $84,187,372,139 |
| CAPITAL BANK AND TRUST COMPANY | 170017 | 801-79234 | 536 | 151 | $75,863,757,861 |
| STEPSTONE GROUP LP | 143635 | 801-68079 | 337 | 689 | $85,687,398,665 |
| METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 801-53332 | 146 | 348 | $102,770,713,223 |
| PANTHEON | 153425 | 801-71327 | 115 | 110 | $71,532,004,176 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | 801-73726 | 109 | 666 | $100,968,246,570 |
| PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 801-54251 | 109 | 235 | $87,787,751,721 |
| LEONARD GREEN & PARTNERS, L.P. | 158164 | 801-73794 | 84 | 87 | $77,831,733,868 |
| HELLMAN & FRIEDMAN LLC | 158614 | 801-73341 | 42 | 120 | $105,674,000,000 |
| PRIMECAP MANAGEMENT CO | 105516 | 801-19765 | 37 | 40 | $134,476,880,987 |
| SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | 801-74182 | 27 | 264 | $102,036,807,138 |