Captar Private Wealth
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 325537
- Registered since
- May 3, 2023
- Website
- www.captarprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.42%
- Individuals39.46%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Captar Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. Ownership is held by an individual and the firm positions itself as a capital allocator for both individual & family clients and select institutional relationships. Its fee model combines percentage-of-AUM billing with fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Captar does not describe itself as an active ESG investor and is not registered as a multi‑state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Todd Kelzenberg
Chief Operating Officer, Financial AdvisorCRD 4196625
Kenneth Dedeker
CEO & Financial AdvisorCRD 1771465
Contacts
1 of 1
Ryan Norman
Vice President, Financial AdvisorCRD 7494131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$107M in ETFs
80%
$86M
14%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA QQQ (QLD) | ProShares | Passive | Trading Leveraged Equity | $34.5M | 357,061 | 32.31% |
Location
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 600 Highway 169 S
- Time zone
- CT (UTC-6)
- Office locations
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