CAPITAL TRUST AND ASSOCIATES LLC

CAPITAL TRUST AND ASSOCIATES LLC is an SEC-registered investment adviser (CRD 168455). Regulatory assets under management: $18.0M.

Registration

• CRD: 168455
• Type: Registered investment adviser
• Phone: 203-745-2020
• Latest filing: 2026-03-31
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 2
• Accounts: 172

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168455 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search