Capital Advantage Inc

-

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
Capital Advantage Inc
CRD #108985
SEC #801-55896
CIK #1628896
AUM $705.9 MM (100% Disc, 100% US)
Employees11 (82% Investors, 0% Brokers)
Phone925-299-1500
Address3470 Mt Diablo Blvd Ste A215
Lafayette, CA 94549-7114
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
71056842628414202000200620132020
Sector Holding Cap ($MM) Value ($MM)
MINT68.4
FLRN37.5
IEFA25.3
MGV13.3
VPL12.0
VXUS11.5
SLY11.3
VOE10.9
SCHD9.6
DLS6.7
View All
Holdings by Sector ($)
0.30.20.20.10.10.02015201620182020
Comparable Firms State AUM ($BB)
Lehman & Derafelo Financial Resources LLC
PA
0.7
Leonetti & Associates LLC
IL
0.7
Paragon Investment Management Inc
WA
0.7
Dorchester Investment Management
0.7
Connecticut Wealth Management LLC
CT
0.7
Baldwin Investment Management LLC
PA
0.7
Ayrshire Associates Inc
DC
0.7
Apriem Advisors
CA
0.7
MGO Investment Advisors Inc
OH
0.7
Centric Wealth Management LLC
IL
0.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com