CAPTRUST Financial Advisors is an independent asset management and retirement plan advisory firm. It advises retirement plan fiduciaries, foundations and endowments, and offers comprehensive wealth planning to executives and high net worth individuals, specifically in Salt Lake City, Las Vegas and Southern California. From offices across the U.S., CAPTRUST represents more than $300 billion in client assets. As of November 06, 2024, its investment portfolio was valued at $170 billion, with holdings in private equity, real estate, hedge funds, infrastructure, real assets, natural resources and other alternative asset classes. Its private equity investments span buyouts, diversified private equity, private debt, private equity growth expansion and venture capital strategies.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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