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Capital Bank and Trust Company
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CRD # | 170017 |
SEC # | 801-79234 |
CIK # | 0001479750, 0001714524, 0001071992 |
AUM | $34.3 BB (2023-02-21) |
Employees | 183 (1% Investors, 1% Brokers) |
Phone | 949-975-5000 |
Address | 6455 Irvine Center Drive Irvine, CA 92618-4518 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 40 | 29.1 |
(g) Pension and profit sharing plans | 3 | 5.2 |
(h) Charitable organizations | 19 | 0.0 |
(i) State or municipal government entities | 1 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 64 | 34.3 |
By Discretionary | ||
Discretionary | 64 | 34.3 |
Non-Discretionary | 0 | 0.0 |
Total | 64 | 34.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 34.3 | |
Total | 64 | 34.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0001071992] | |
10-Q | [0001071992] | |
8-K | [0001071992] | |
10-K | [0001479750] | |
10-Q | [0001479750] | |
3 | [0001479750] | |
4 | [0001479750] | |
8-K | [0001479750] | |
SC 13D | [0001479750] | |
SC 13G | [0001479750] | |
13F-HR | [0001714524] |
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Global X Management Company LLC
✚
|
NY | 36.6 |
Systematica Investments Singapore PTE Ltd
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|
36.3 | |
Systematica Investments UK LLP
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36.3 | |
Systematica Investments GP Limited
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36.3 | |
Franklin Mutual Advisers LLC
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|
NJ | 35.5 |
DWS International GmbH
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|
35.1 | |
First Sentier Investors Singapore
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33.6 | |
Concord Advisory Group Ltd
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|
NJ | 32.8 |
USI Advisors Inc
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|
CT | 32.1 |
Nomura Asset Management UK Limited
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31.7 |