Investment adviser · CRD 105195
BTR CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
OAKLAND, CA, United States · Form ADV filed Jul 11, 2022
- Regulatory AUM
- $1.15B Form ADV · Item 5.F
- Client accounts
- 736 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 247 | $990,821,586 | 86.0% |
| Charities | 12 | $76,201,146 | 6.6% |
| Individuals | 79 | $44,551,104 | 3.9% |
| Retirement plans | 20 | $31,465,264 | 2.7% |
| Corporations & businesses | 5 | $8,524,830 | 0.7% |
Filing source
Form ADV 1663227 · Jul 11, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 11, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1999 HARRISON STREET, SUITE 1530OAKLAND, CA, 94612, United States
CRD 105195
Filing source
Form ADV 1663227 · Jul 11, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.