Family Office

Capital Asset Management, Inc.

Investment Details

Investor Type
Family Office

Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Infrastructure, Venture Capital

Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Materials
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Business Services
  • Transportation
  • Consumer Services
  • Industrial Goods

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 2000

Capital Asset Management, Inc. is a multi-family office based in Columbus, Ohio, offering comprehensive wealth management, investment advisory, and financial planning services to high-net-worth families and individuals. The firm focuses on long-term capital preservation, portfolio diversification, and tailored solutions to address complex financial needs, serving as a trusted partner for families seeking to manage and grow their wealth across generations.

The firm's investment strategy encompasses a diverse range of asset classes, including private equity, real estate, fixed income, hedge funds, infrastructure, and venture capital. Capital Asset Management, Inc. employs a disciplined approach to portfolio construction, emphasizing risk management and alignment with clients' financial objectives. The firm is open to investments at various stages, from seed funding to buyouts, and is equipped to handle both growth and distressed situations.

With a commitment to personalized service, Capital Asset Management, Inc. tailors its offerings to meet the unique needs of each client, ensuring that investment strategies are aligned with individual goals and values. The firm's experienced team provides ongoing support and guidance, fostering long-term relationships built on trust and mutual success.

Requirements
  • High-net-worth individuals and families seeking comprehensive wealth management and investment advisory services.
Contact

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