Capital Trust Wealth Management

Overview

Capital Trust Wealth Management is an independent RIA organized as an LLC that serves individual and family clients with a focus on financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm combines discretionary portfolio management with fee structures that include a percentage of assets under management and performance-based fees — a setup that aligns compensation with investment outcomes, particularly for pooled vehicles it sponsors or manages. Investment activity shows a clear tilt toward liquid equity exposure. The firm is classified as having a preference for equities and implements portfolios primarily through exchange-traded instruments and separately managed accounts. It also functions as sponsor, general partner, and managing member of pooled investment vehicles, operating at least one advisor-led hedge fund. Capital Trust does not position itself as a broad capital allocator but does operate and manage private pooled strategies alongside its client-facing advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices