CAPTRUST Financial Advisors is a wealth manager based in Raleigh, United States, founded in 1997. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Buyout, Credit Special Situations, Debt - General, Direct Lending, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Conservative Allocation, Endowment Fund, Equity/Mutual Funds, Equity Securities, Options Trading, Startups & Management, Finance, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit, Alternative Investments
Preferred geographies: Canada, Europe, United States
Location: 4208 Six Forks Road\nSuite 1700\nRaleigh, NC\n27609\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.