| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| One Brick Select Private Equity 2024, L.P. | Private Equity | $21M | $250K |
| Captrust 2022 Homecourt Fund LP | Other Private | $19.2M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Leddy Control | Chief Compliance Officer | Under 5% | 2023 |
| Benjamin Stuart Goldstein Control | President | Under 5% | 2010 |
| Christina Markell-Balleza Control | Managing Director, General Counsel | Under 5% | 2022 |
Capfinancial Partners, LLC reports $10.8 million in regulatory assets under management on its Form ADV.
Capfinancial Partners, LLC manages 2 private funds with combined gross assets of $40.1 million.
Capfinancial Partners, LLC reports 1,723 employees.
Capfinancial Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2003.
Capfinancial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609 |
| Phone | 919-870-6822 |
| Fax | 919-870-8891 |
| Office hours | M-Th 830-530, Fri 830-4 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1512024 |
| Discloses disciplinary history | No |
| Discretionary | $23.7M |
| Non-discretionary | $84.6M |
| Total (RAUM) | $10.8M |