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Building 2CAPITAL BANK AND TRUST COMPANY

Map pinIRVINE, CA
Phone(949) 975-5000
NotebookSEC #801-79234
Total AUM
$139.3B
Employees
121
Clients
579

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6455 IRVINE CENTER DRIVE
IRVINE
CA 92618-4518
United States
Operating Hours
8:00A.M - 5:00 P.M.
Monday - Friday
Phone
(949) 975-5000

ReceiptFinancials

Total AUM
$139.3B
Accounts
579
Discretionary
$139.3B
Accounts
579
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
501
AUM
$3.4B
Pooled Vehicle Clients
61
AUM
$135.4B
Charitable Organization Clients
14
AUM
$571.5M
Government Entity Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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