| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Raleigh, United States | $360.0B | |||
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About
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. Founded1997 Website SectorsConservative Allocation, Endowment Fund, Equity/Mutual Funds, Equity Securities, Options Trading, Startups & Manageme... Investment TypesBuyout, Credit Special Situations, Debt - General, Direct Lending, Distressed Debt, Private Equity, Growth/Expansion,... Contacts
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| Bank | Salt Lake City, United States | $88.0B | |||
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About
Zions Bancorporation is a bank based in Salt Lake City, US. Founded in 1873. Reported AUM: 87992 USD millions. Founded1873 Website SectorsEnergy & Utilities, Energy Storage & Batteries, Industrials, Power & Utilities, Renewable Energy, Software Investment TypesEarly Stage, Venture (General) Contacts
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| Public Pension Fund | Salt Lake City, United States | $45.5B | |||
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About
Utah State Retirement Systems is a public pension fund based in Salt Lake City, US. Founded in 1963. Reported AUM: 45466 USD millions. Founded1963 Website SectorsDiversified, Biotechnology, Business Services, Business Support Services, Consumer Services, Financial Services, Heal... Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Mezza... Contacts
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| Bank | Salt Lake City, United States | $18.8B | |||
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About
Zions Bank is a bank based in Salt Lake City, US. Founded in 1873. Reported AUM: 18768 USD millions. Founded1873 Website SectorsEnergy Storage & Batteries, Financial Services, Power & Utilities, Renewable Energy, Software Contacts
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| Private Sector Pension Fund | Salt Lake City, United States | $7.6B | |||
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About
Deseret Mutual Benefit Administrators is a private sector pension fund based in Salt Lake City, US. Founded in 1970. Reported AUM: 7643 USD millions. Founded1970 Website SectorsDiversified, Aerospace, Agribusiness, Biotechnology, Business Services, Business Support Services, Chemicals, Constru... Investment TypesBalanced, Buyout, Co-investment, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / ... Contacts
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