PPrivate Fund Data Log in Join · $37/mo

Btc Capital Management, Inc.

● SEC registered since 2003CRD 127158SEC# 801-62140Des Moines, IA
Export (members)
Reg. AUM
$4.19B
Employees
18
Accounts
2,262
Location
Des Moines, IA

Btc Capital Management, Inc. assets under management

Btc Capital Management, Inc. operates as an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2003. It reports $4.2 billion in regulatory assets under management and employs 18 people.
www.linkedin.com/company/btc-capital-managementView on SEC.gov ↗

Btc Capital Management, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Btc Financial Corporation ControlShareholderOver 75%2003
Donald James Coffin ControlChairman, DirectorUnder 5%2018
Jon Kent Augustine ControlChief Investment OfficerUnder 5%2009
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Btc Capital Management, Inc. manage?

Btc Capital Management, Inc. reports $4.2 billion in regulatory assets under management on its Form ADV.

How many employees does Btc Capital Management, Inc. have?

Btc Capital Management, Inc. reports 18 employees.

Where is Btc Capital Management, Inc. located?

Btc Capital Management, Inc. is based in Des Moines, IA and has been SEC-registered since 2003.

Does Btc Capital Management, Inc. disclose fund performance?

Btc Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address453 7th Street, Des Moines, IA 50309-3702
Phone515-245-5638
Fax515-247-2054
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
CIK1611848
Discloses disciplinary historyNo

Assets under management

Discretionary$2.96B
Non-discretionary$1.23B
Total (RAUM)$4.19B