Overview
Assets Under Management: $1.3 billion
Headquarters: HENRICO, VA
High-Net-Worth Clients: 947
Average Client Assets: $1.0 million
Frequently Asked Questions
CAPRIN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106657), CAPRIN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAPRIN ASSET MANAGEMENT, LLC is headquartered in HENRICO, VA.
CAPRIN ASSET MANAGEMENT, LLC serves 947 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, CAPRIN ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CAPRIN ASSET MANAGEMENT, LLC manages $1.3 billion in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, CAPRIN ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 947
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.57%
Average Client Assets: $1.0 million
Total Client Accounts: 1,061
Discretionary Accounts: 1,061
Regulatory Filings
CRD Number: 106657
Filing ID: 1179109
Last Filing Date: 2018-03-28 12:28:00