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BTR Capital Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

BTR Capital Management is an investment management firm based in Oakland, California, operating from 1999 Harrison Street, 1530, and employing 2-10 people. The firm was founded in 1989 as an independent, employee-owned, SEC-registered investment advisor serving high net worth individuals and families, foundations, and retirement plans. It emphasizes investment research and portfolio management, constructing tailored investment solutions aligned with each client's risk tolerance, tax considerations, and financial objectives. In 2022, Wealth Enhancement Group acquired BTR Capital Management, a national independent wealth management firm. Historically, the firm has engaged in equity investments including stakes in Sirius XM and Constellation Brands, and reported revenue is in the range of $10 million to $25 million.

Find BTR Capital Management employees' phone numbers or email addresses

BTR Capital Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Asia
1

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  • Indonesia
    1

BTR Capital Management's Leadership

  • Administrator at BTR Capital Management
    J. D. K.
    Administrator
    Mobile Phone

BTR Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from BTR Capital Management

Name
Title
Contact
Location
Last Update
  • Administrator at BTR Capital Management
    J. D. K.
    Administrator
    Mobile Phone
    Netherlands, Zuid-Holland
    Mar 05, 2024

Frequently Asked Questions

What is BTR Capital Management known for?

Minus sign iconPlus sign iconBTR Capital Management was founded in 1989 and operates in the Investment Management industry. You can contact BTR Capital Management's 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?

Minus sign iconPlus sign iconBTR Capital Management employees' email format typically follows the pattern of FLast@btrcap.com. 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?

Minus sign iconPlus sign iconBTR Capital Management has approximately 10 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

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

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

  • Administrator: J. D. K.

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