CapFinancial Partners LLC


Assets, Funds, Holdings

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CapFinancial Partners LLC
CRD #175112
SEC #801-62193
CIK #1512024
AUM $289.7 BB (10% Disc, 100% US)
Employees515 (46% Investors, 43% Brokers)
Address4208 Six Forks Rd
Raleigh, NC 27609
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Excelsior Opportunity Fund LP [2012-02-15] 115.3 60.8
HF Excelsior Investment Fund LP 72.5
HF Excelsior Qualified LP 46.9
View All
Fund Directors # Filings # Firms 2011 - 2020
David Schwartz 3 3
Carl Friedrich 1 1
Excelsior Opportunity Management LLC 1 1
Stephen Perrino 1 1
Fred Sloan 1 1
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