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Building 2CAPRIN ASSET MANAGEMENT, LLC

Map pinHENRICO, VA
Phone804-648-3333
NotebookSEC #801-53959
Total AUM
$1.4B
Employees
10
Clients
1,067

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1802 BAYBERRY COURT
SUITE 202
HENRICO
VA 23226
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
804-648-3333
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,067
Discretionary
$1.4B
Accounts
1,067
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
978
AUM
$1.1B
Pension/Profit Sharing Plan Clients
3
AUM
$2.8M
Charitable Organization Clients
18
AUM
$141.4M
Government Entity Clients
12
AUM
$98.2M
Investment Advisor Clients
26
AUM
$21.9M
Corporation or Business Clients
30
AUM
$46.9M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCDEFLGAKYLAMDNCNJNYOHPASCTNTXVAWV

HandshakeAffiliates

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

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