Capital Bank and Trust Company

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Assets, Funds, Holdings

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Capital Bank and Trust Company
CRD #170017
SEC #801-79234
CIK #
AUM $46.1 BB (99% Disc, 98% US)
Employees299 (16% Investors, 0% Brokers)
Phone949-975-5000
Address6455 Irvine Center Drive
Irvine, CA 92618-4518
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal Instagramexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
ENB 73,790.0 201.0
CME 61,120.0 199.6
TSM 200,390.0 193.2
V 341,210.0 182.1
GOOG 817,370.0 175.8
GOOGL 819,810.0 174.2
JPM 341,670.0 167.6
MSFT 865,660.0 133.5
LVS 46,620.0 133.3
CVX 234,890.0 126.2
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Capital Group Alternative Strategies Master Fund LP 2013-10-31external
172.7
115.4
View All
Fund Directors # Filings # Firms 2011-2019
Kevin Saks 1 1
Susan Sunga 1 1
John Armour 1 1
Chris Burt 1 1
Capital Group Alternative Strategies LLC 1 1
Comparable Firms State AUM ($BB)
Mondrian Investment Partners Limited
47.8
Wells Fargo Advisors Financial Network LLC
MO
47.5
Dresdner RCM Global Investors US Holdings LLC
CA
46.3
Templeton Global Advisors Limited
46.2
Capital Guardian Trust Company
CA
45.8
Nicholas Applegate Capital Management A CA LP
CA
45.0
Creative Planning Inc
KS
43.4
Strong Capital Management Inc
WI
43.2
T Rowe Price International Inc
MD
42.6
Standish AYER & Wood Inc
MA
41.6