CapFinancial Partners LLC

Search
⚲

CapFinancial Partners LLC ✚
CRD #	175112
SEC #	801-62193
CIK #	0001512024
AUM	$1,236.7 B (2026-05-27)
Employees	1,841 (48% Investors, 23% Brokers)
Phone	919-870-6822
Address	4208 Six Forks Rd Raleigh, NC 27609
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	2.0
	Nvidia Corp	1.4
	Microsoft Corp	1.2
	Alphabet Inc	0.9
	Amazon Com Inc	0.8
	Broadcom Inc	0.5
	AbbVie Inc	0.4
	J P Morgan Chase & Co	0.4
	Facebook Inc	0.3
	Chevron Corp	0.3

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	One Brick Select Private Real Estate 2025 LP	[2026-03-27]	22.2	17.2
	Filed 2026-02-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	CCA Alojica Investors LP	[2026-02-04]	5.5	5.5
	Filed 2025-04-16 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	CCA Citygate Hotel Investors LP	[2026-02-04]	9.7	9.7
	Filed 2025-08-15 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	CCA Citygate Hotel Investors QP LP	[2026-02-04]	9.7	9.7
	Filed 2025-08-15 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	CCA Residential Opportunities 2025 LP	[2026-02-04]	10.4	10.4
	Filed 2025-05-30 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	One Brick Select Private Equity 2024 LP	[2025-08-06]	24.6	20.9
	Filed 2025-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	CCA Mexico Opportunities LP	[2024-03-21]	0.0	12.7
	Filed 2023-09-26 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $75,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Captrust 2022 Homecourt Fund LP	[2023-03-31]	15.1	19.2
	Offered $100,000,000 · Filed 2022-11-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $84,925,000 · Duration More than one year · Revenue No Revenues
RE	CCA Nashville Investors LP	[2023-03-23]	0.0	9.8
	Filed 2022-09-14 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	CCA Nashville Investors QP LP	[2023-03-23]	0.0	9.8
	Filed 2022-09-14 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	19,698	6.6
(b) Individuals (high net worth individuals)	18,154	89.4
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	17	0.2
(g) Pension and profit sharing plans	3,523	1,071.6
(h) Charitable organizations	232	25.1
(i) State or municipal government entities	49	36.5
(j) Other investment advisers	0	0.0
(k) Insurance companies	10	1.4
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	67	5.9
(n) Other	0	0.0
Total	146,777	1,236.7
By Discretionary
Discretionary	128,474	320.2
Non-Discretionary	18,303	916.5
Total	146,777	1,236.7
By Non-United States Persons
Non-United States Persons		0.6
United States Persons		1,236.1
Total	146,777	1,236.7

Form D Directors	Role	# Filings	# Firms
Brendan Lake	Director, Executive Officer	139	15
Matthew Brown	Executive Officer	194	13
Capital Integration Systems LLC	Promoter	142	10
Adam Stern	Executive Officer	116	10
Mark Feldman	Executive Officer	206	6
William Hodges	Director	27	4
John Dipasquale	Executive Officer	18	4
Thomas Bartlett	Executive Officer	9	4
Christina Burroughs	Executive Officer	7	4
Bradley Lemon	Executive Officer	7	4
Maureen Rzeppa	Executive Officer	7	4
Nathan Erickson	Executive Officer	5	4
Christopher Mooney	Executive Officer	17	3
Daniel Goodwin	Executive Officer	14	3
Jason Garlock	Executive Officer	7	3
Kenneth Garrett	Executive Officer	6	3
Peter Greavestunnell	Executive Officer	5	3
Cobblestone Capital Advisors LLC	Executive Officer	5	3
Dennis Miller	Director	17	2
CapFinancial Partners LLC	Promoter	4	2
James Eckl	Executive Officer	2	2
Timothy Shanahan	Executive Officer	2	2
Mike Hirte	Executive Officer	2	2
Walter Millard	Executive Officer	2	2
NA Cobblestone Capital Advisors LLC	Executive Officer	3	1
Ccapi Partners LLC	Director, Executive Officer	2	1
Cpref Partners LLC	Executive Officer	1	1
Denise Buchanan	Director	1	1
NA Cobblestone Private Partners Protected Series LLC Ccani Series	Executive Officer	1	1
NA Cobblestone Private Partners Protected Series LLC Cpref 2 Series	Executive Officer	1	1
NA Cobblestone Private Partners Protected Series LLC Ccamo Series	Executive Officer	1	1
One Brick Select Private Real Estate 2025 GP LLC	Promoter	1	1
NA Ppb Cobblestone Pre 2 Mgt LLC	Executive Officer	1	1
One Brick Select Private Equity 2024 GP LLC	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001512024]

Comparable Firms	State	AUM ($B)
AllianceBernstein LP ✚	TN	763.4
Barings LLC ✚	NC	392.8
SEI Investments Management Corp ✚	PA	216.4
Stifel Nicolaus & Company Incorporated ✚	MO	197.5
Focus Partners Wealth LLC ✚	MO	181.9
Goldman Sachs & Co LLC ✚	NY	133.6
Pathstone Family Office LLC ✚	NJ	110.3
Cresset Asset Management LLC ✚	IL	78.9
Wells Fargo Investment Institute Inc ✚	NC	43.0
Sequoia Financial Advisors LLC ✚	OH	32.2

CapFinancial Partners LLC

Assets, Funds, Holdings