Caprin Asset Management

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1802 Bayberry Ct Ste 202, Richmond, Virg...

Phone Number

(804) 648-3333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Caprin Asset Management

Caprin Asset Management, a division of Davidson Investment Advisors, specializes in providing individualized fixed income portfolio solutions aimed at wealth preservation and income generation. The firm emphasizes disciplined research and risk management to develop sound fixed-income strategies tailored to various market environments. Their offerings include separately-managed accounts and actively-managed ETF-based strategies, catering to both individual investors and institutional clients. With a commitment to understanding market intricacies, Caprin aims to help clients make informed investment decisions.Explore more
Caprin Asset Management's Social MediaPopular SearchesCaprin Asset Management LLCCaprin Asset ManagementAsset Management LLCDdh Asset Management LLCCAPRIN ASSET MANAGEMENT LLC TopSIC Code 62,628NAICS Code 52,523Show more

Caprin Asset Management Org Chart

PhoneEmail
BT
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Senior Vice President

PhoneEmail
DP
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Vice President, Client Service

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Caprin Asset Management

<$5M
11-50
Private
-
1997
BT
Barrow TurnerSenior Vice President
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

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Activity Insights

Caprin Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Caprin Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Caprin Asset Management.

Caprin Asset Management Tech Stack

A closer look at the technologies used by Caprin Asset Management

Caprin Asset Management News & Media

  • Davidson Investment Advisors to Acquire Caprin Asset Management

    GREAT FALLS, Mont.--(BUSINESS WIRE)-- #assetmanagement--Davidson Investment Advisors, Inc. (Davidson Investment Advisors) announced today that it has entered into a definitive purchase agreement to acquire Richmond, Virginia-based Caprin Asset Management, LLC (Caprin). Caprin specializes in municipal and taxable fixed income investments, and manages approximately $1.3 billion in client assets. “We are pleased to join forces with a firm that has deep experience in fixed-income portfolio managemen
Read more news

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Frequently Asked Questions Regarding Caprin Asset Management

What is Caprin Asset Management's official website?
Caprin Asset Management's official website is www.caprinbonds.com
What is Caprin Asset Management's Revenue?
Caprin Asset Management's revenue is <$5 Million
What is Caprin Asset Management's SIC code?
Caprin Asset Management's SIC: 62,628
What is Caprin Asset Management's NAICS code?
Caprin Asset Management's NAICS: 52,523
How many employees does Caprin Asset Management have?
Caprin Asset Management has 11-50 employees
What industry does Caprin Asset Management belong to?
Caprin Asset Management is in the industry of: Finance, Securities Trading
What is Caprin Asset Management competition?
Caprin Asset Management top competitors include: Journey Capital Advisers, Garrett Nagle, QVest, Clarus Wealth Advisors
What technology does Caprin Asset Management use?
Some of the popular technologies that Caprin Asset Management uses are: Trend Micro Hosted Email Security, Zoneedit, Proofpoint, Microsoft 365
How do I contact Caprin Asset Management?
Caprin Asset Management contact info: Phone number: (804) 648-3333 Website: www.caprinbonds.com
What does Caprin Asset Management do?

Caprin Asset Management, a division of Davidson Investment Advisors, specializes in providing individualized fixed income portfolio solutions aimed at wealth preservation and income generation. The firm emphasizes disciplined research and risk management to develop sound fixed-income strategies tailored to various market environments. Their offerin... gs include separately-managed accounts and actively-managed ETF-based strategies, catering to both individual investors and institutional clients. With a commitment to understanding market intricacies, Caprin aims to help clients make informed investment decisions.Read More

What are Caprin Asset Management social media links?
Caprin Asset Management Linkedin page Caprin Asset Management Twitter page
Is Caprin Asset Management a public company?
Caprin Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Caprin Asset Management

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