Cap Trust Financial Partners, LLC is a firm that provides financial advisor, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Massachusetts, and New Jersey (although they are present in other states as well).
Most Cap Trust Financial Partners, LLC clients are colleges, universities, and professional schools, hospitals, and labor unions with revenues ranging from $765 million to $1.9 billion.
Previous legal names, trade names, or just variations of their name include: Captrust Financial Partners.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Atrius Health | 501(c)(3) | Newton, MA |
| 2 | Nova Southeastern University (NSU) | 501(c)(3) | Fort Lauderdale, FL |
| 3 | New Jersey Education Association - Central Organization (NJEA) | 501(c)(5) | Trenton, NJ |
Competitors to Cap Trust Financial Partners, LLC in the nonprofit sector include State Street Bank and Trust, Mercer Us, Inc., Fiduciary Investment Advisors, Healthcare Community Securities Cor, Prudential Insurance Company, Colonial Consulting, Cammack Larhette Advisors, Osaic Wealth, Inc., Prudential Retirement Insurance and, and State Street Bank and Trust Company.
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