Capfinancial Partners, LLC
● SEC registered since 2003CRD 175112SEC# 801-62193Raleigh, NC
Ranks #10 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1,236.7B
Fund GAV
$223M
Private funds
17
Employees
1,841
Accounts
146,777
Location
Raleigh, NC
Capfinancial Partners, LLC assets under management
Capfinancial Partners, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2003. It reports $1,236.7 billion in regulatory assets under management and employs 1,841 people. Capfinancial Partners, LLC manages 17 private funds with combined gross assets of $223 million, including Cobblestone Private Real Estate Fund 2, LP. By regulatory assets, it ranks 10 of 6,004 private fund managers.
Capfinancial Partners, LLC private funds
17 funds · $223M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cobblestone Private Real Estate Fund 2, LP | Real Estate | $27.7M | $150K |
| Cobblestone Private Real Estate Fund, LP | Real Estate | $22.7M | $150K |
| One Brick Select Private Equity 2024, L.P. | Private Equity | $21M | $250K |
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Join to unlock · $37/moCapfinancial Partners, LLC owners & executives
32 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Leddy Control | Chief Compliance Officer | Under 5% | 2023 |
| Benjamin Stuart Goldstein Control | President | Under 5% | 2010 |
| Christina Markell-Balleza Control | Managing Director, General Counsel | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Capfinancial Partners, LLC manage?
Capfinancial Partners, LLC reports $1,236.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Capfinancial Partners, LLC manage?
Capfinancial Partners, LLC manages 17 private funds with combined gross assets of $223 million.
How many employees does Capfinancial Partners, LLC have?
Capfinancial Partners, LLC reports 1,841 employees.
Where is Capfinancial Partners, LLC located?
Capfinancial Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2003.
Does Capfinancial Partners, LLC disclose fund performance?
Capfinancial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609 |
| Phone | 919-870-6822 |
| Fax | 919-870-8891 |
| Office hours | M-Th 830-530, Fri 830-4 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1512024 |
| Discloses disciplinary history | No |
Regulatory AUM
$1,236.7B▲ 45%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$1,236.7Bregulatory AUM
Discretionary $320.18BNon-discretionary $916.53B
Fund type mix
Real Estate12
Other Private3
Private Equity2
Service providers
Auditor
Prime broker
Custodian
Administrator