ST. LOUIS PARK, MNCRD 325537Latest ADV April 9, 2026
Captar Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis Park, MN.
Assets Under Management
$166M
Employees
2
Offices
--
Total Clients
186
Primary office
ST. LOUIS PARK, MN
600 HWY 169 S, SUITE 720, ST. LOUIS PARK, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
170
2
HNWI
7.5%
14
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of April 9, 2026
Discretionary99.7%
$165M
100% of total RAUM99.7%
Non-discretionary0.3%
$500K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$166M
Total Accounts415
10Y AUM Change+$166M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee93:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.