BTR Capital Management Employee Directory

Q: What is BTR Capital Management known for?

BTR Capital Management was founded in 1989. BTR Capital Management operates in the Investment Management industry.

Q: How many employees does BTR Capital Management have currently?

BTR Capital Management has approximately 10 employees.

Investment ManagementCalifornia, United States2-10 Employees

Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.

Find BTR Capital Management employees' phone numbers or email addresses

BTR Capital Management Global Highlights

North America
16

United States Of America
16

Asia
1

Indonesia
1

Europe
1

Netherlands
1

BTR Capital Management's Leadership

E. O.
Vice-President
Mobile Phone
Email
T. J.
Senior Vice President And Portfolio Manager
Mobile Phone
Email
J. D. K.
Administrator
Mobile Phone
Email
T. K.
HR
Mobile Phone
Email

BTR Capital Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from BTR Capital Management

Name

Title

Contact Info

Location

Last Update

E. O.
Vice-President
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
T. J.
Senior Vice President And Portfolio Manager
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
J. D. K.
Administrator
Mobile Phone
Email
NetherlandsZuid-Holland
Mar 05, 2024
T. K.
HR
Mobile Phone
Email
United States
Oct 16, 2024

Frequently Asked Questions

What is BTR Capital Management known for?

BTR Capital Management was founded in 1989 operates in the Investment Management industry. The company's main headquarters is located in 1999 Harrison Street 1530 Oakland, California 94612 United States; you can contact the main corporate office by phone at

+1-415-989-****

. Explore BTR Capital Management's company overview page for more information.

What is BTR Capital Management's most common email format?

BTR Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BTR Capital Management email formats with LeadIQ.

How many employees does BTR Capital Management have currently?

BTR Capital Management has approximately 10 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are BTR Capital Management's key employees and leadership?

As of February 2026, BTR Capital Management's key employees include:

Vice-President: E. O.
Senior Vice President And Portfolio Manager: T. J.
Administrator: J. D. K.
HR: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.