BTV Capital LLC
RIAState Registered
Total AUM
$14.1M
Discretionary
$14.1M
100% of AUM
Avg account
$1.8M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170290
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.15%
- Individuals11.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BTV Capital LLC is a small, individually owned investment adviser organized as an LLC and registered in Vermont. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. BTV does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents99%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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