CapFinancial Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
CapFinancial Partners LLC
CRD #175112
SEC #801-62193
CIK #1512024
AUM $289.7 BB (10% Disc, 100% US)
Employees515 (46% Investors, 43% Brokers)
Phone919-870-6822
Address4208 Six Forks Rd
Raleigh, NC 27609
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
2902321741165802011201420172020
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
Comparable Firms State AUM ($BB)
Europa Investment Bank Inc
NY 300.0
Principal Global Investors LLC
IA 296.0
MFS Institutional Advisors Inc
MA 118.2
Federated Investment Counseling
PA 98.5
Candriam Belgium SA
95.7
Candriam Luxembourg SCA
59.9
Shenkman Capital Management Inc
NY 29.5
Segal Advisors Inc
NY 21.9
Manning & Napier Advisors LLC
NY 19.9
DA Davidson & Co
MT 18.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com