Captar Private Wealth
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 325537
- Registered since
- May 3, 2023
- Website
- www.captarprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.42%
- Individuals39.46%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Captar Private Wealth is an independent RIA organized as an LLC that registered with the SEC in 2023. The firm serves both individuals/families and institutional clients, positioning itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model includes both percentage-of-AUM pricing and fixed fees. The firm does not identify as an active ESG investor and reports no multi-state advisory footprint.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$115M in ETFs
81%
$92.7M
15%
$21.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA QQQ (QLD) | ProShares | Passive | Trading Leveraged Equity | $36.8M | 384,371 | 32.07% |
Location
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 600 Highway 169 S
- Time zone
- CT (UTC-6)
- Office locations
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