CAPFINANCIAL PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 175112). Regulatory assets under management: $1.2T.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
Showing 25 of 55 people.
| Name | Role | Location |
|---|---|---|
| Denise McGee Buchanan | SENIOR DIRECTOR, COMPLIANCE | RALEIGH, NC |
| James Burr | BOARD OF MANAGERS | Washington, DC |
| MICHAEL S HOLLANDER | BOARD OF MANAGERS | CHICAGO, IL |
| John Christopher Redett | BOARD OF MANAGERS | — |
| Collin Edward Roche | BOARD OF MANAGERS | — |
| James Fielding Miller | BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| Wilson Smith Hoyle | BOARD OF MANAGERS; MANAGING DIRECTOR | — |
| Benjamin Stuart Goldstein | BOARD OF MANAGERS; PRESIDENT | — |
| Derick Don Shoff | MANAGING DIRECTOR | — |
| Robert G Solomon | BOARD OF MANAGERS | — |
| Scott Thomas Matheson | MANAGING DIRECTOR | — |
| Christina Markell-Balleza | BOARD OF MANAGERS; MANAGING DIRECTOR, GENERAL COUNSEL | San Antonio, TX |
| Jonathan Seth Meyer | CHIEF TECHNOLOGY OFFICER | — |
| Mark John Francher | CHIEF HUMAN RESOURCES OFFICER | — |
| Michael James Vogelzang | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Robert A Miller | CHIEF FINANCIAL OFFICER | — |
| Dasha Marie Smith | BOARD OF MANAGERS | — |
| Mark Sanford Wilson | BOARD OF MANAGERS | — |
| Edward Virgil Welch | MANAGING DIRECTOR | — |
| Ann Leddy | CHIEF COMPLIANCE OFFICER | — |
| Kalen James Mcconnell | BOARD OF MANAGERS | — |
| Karen Olivia Denise | SENIOR DIRECTOR | — |
| Margaret A Jarocki | SENIOR DIRECTOR | — |
| John David Curry | CHIEF MARKETING OFFICER | — |
| MILLER KATHLEEN A | CFO; CHIEF FINANCIAL OFFICER | — |
Real Estate Fund: 12 · Other Private Fund: 3 · Private Equity Fund: 2
Showing 15 of 17 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| COBBLESTONE PRIVATE REAL ESTATE FUND 2, LP | Real Estate Fund | Delaware | 89 | $27.7M | $150K |
| COBBLESTONE PRIVATE REAL ESTATE FUND, LP | Real Estate Fund | Delaware | 99 | $22.7M | $150K |
| ONE BRICK SELECT PRIVATE EQUITY 2024, L.P. | Private Equity Fund | Delaware | 34 | $20.9M | $250K |
| CAPTRUST 2022 HOMECOURT FUND LP | Other Private Fund | Delaware | 52 | $19.2M | $250K |
| COBBLESTONE PRIVATE REAL ESTATE FUND 2 QP, LP | Real Estate Fund | Delaware | 66 | $18.5M | $150K |
| ONE BRICK SELECT PRIVATE REAL ESTATE 2025, L.P. | Real Estate Fund | Delaware | 66 | $17.2M | $250K |
| CCA MEXICO OPPORTUNITIES, LP | Real Estate Fund | Delaware | 82 | $12.7M | $75K |
| CCA PINECREST INVESTORS, LP | Real Estate Fund | Delaware | 64 | $11.3M | $50K |
| CCA RESIDENTIAL OPPORTUNITIES 2025, LP | Real Estate Fund | Delaware | 91 | $10.4M | $50K |
| CCA NASHVILLE INVESTORS QP, LP | Real Estate Fund | Delaware | 75 | $9.8M | $50K |
| CCA NASHVILLE INVESTORS, LP | Real Estate Fund | Delaware | 76 | $9.8M | $50K |
| CCA CITYGATE HOTEL INVESTORS QP, LP | Real Estate Fund | Delaware | 71 | $9.7M | $50K |
| CCA CITYGATE HOTEL INVESTORS, LP | Real Estate Fund | Delaware | 71 | $9.7M | $50K |
| CCA BAYVIEW INVESTORS, LP | Real Estate Fund | Delaware | 78 | $6.3M | $50K |
| COBBLESTONE PRIVATE CREDIT FUND, LP | Other Private Fund | Delaware | 91 | $5.8M | $250K |
Showing 15 of 35 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| BOSTON | MA | 35 | 617-348-3158 |
| BRENTWOOD | TN | 33 | 615-377-1177 |
| CHESTERTON | IN | 25 | 219-926-1182 |
| PHOENIX | AZ | 24 | 602-468-1232 |
| PHOENIX | AZ | 24 | 602-468-1232 |
| COSTA MESA | CA | 22 | 800-701-2457 |
| BOSTON | MA | 21 | 617-338-8108 |
| BOSTON | MA | 21 | 617-338-8108 |
| ALLENTOWN | PA | 21 | 610-865-2600 |
| ROCHESTER | NY | 19 | 585-473-3333 |
| SACRAMENTO | CA | 19 | 916-924-7527 |
| MINNETONKA | MN | 19 | 866-767-8007 |
| ROCHESTER | NY | 19 | 585-473-3333 |
| MINNETONKA | MN | 19 | 866-767-8007 |
| TAMPA | FL | 18 | 813-218-5000 |