Btr Capital Management Inc is a large advisory firm based in San Francisco. It manages $759.98 million of regulatory assets for 731 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
Btr Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Btr Capital Management Inc is $759.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 371% since the beginning of its operation, and $5.85 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Btr Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Allen Stratton is high net worth individuals with 213 clients and $619.68 million of assets under management. Among the 10 most similar advisory firms, Btr Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $759.24 million for 343 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Btr Capital Management doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Allen Stratton has been acting as President since 1 Feb 1993. Lewis H (Mi Only) Katcher has served as the Chief Investment Officer since 1 Jun 1989. Mark Patrick Fredenburg joined the executive team most recently as the Senior Vice President/Portfolio Mgt.
The principal office where Btr Capital Management Inc performs its advisory services is located at 550 Kearny Street, San Francisco, CA 94108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-989-0100 or by fax 415-989-0123. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at btrcap.com.