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Building 2BTR CAPITAL MANAGEMENT INC

Map pinOAKLAND, CA
Phone415-989-0100
NotebookSEC #801-34890
Total AUM
$1.2B
Employees
14
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 HARRISON STREET
SUITE 1530
OAKLAND
CA 94612
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
415-989-0100

ReceiptFinancials

Total AUM
$1.2B
Accounts
736
Discretionary
$1.2B
Accounts
736
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$44.6M
HNW Individual Clients
247
AUM
$990.8M
Pension/Profit Sharing Plan Clients
20
AUM
$31.5M
Charitable Organization Clients
12
AUM
$76.2M
Corporation or Business Clients
5
AUM
$8.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHILANVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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