NBT Capital Management, Inc.

NBT Capital Management, Inc. is a registered investment advisor based in Johnson City, New York, offering investment management and financial consulting services. The firm specializes in real estate and credit investments, focusing on growth, late-stage, and buyout opportunities within the United States. Their portfolio includes investments in real estate and financial services sectors, targeting companies at various stages of development. NBT Capital Management emphasizes a client-focused approach, aiming to deliver competitive financial returns while supporting community development initiatives. The firm operates as a stand-alone business, retaining its staff, business name, and location, and continues to provide services to a diverse client base.

Established in 2016 following the acquisition of Columbia Ridge Capital Management, Inc., NBT Capital Management has grown its assets under management to over $1.3 billion, serving more than 1,100 clients. The firm's advisory team comprises multiple financial advisors, each managing a substantial number of clients, reflecting the firm's capacity to handle significant investment portfolios. NBT Capital Management's strategic focus includes investments in real estate and credit, with a particular emphasis on projects that support job creation, affordable housing, and community revitalization. The firm collaborates with various entities, including non-profits, local and state governments, and private developers, to achieve its investment objectives.

NBT Capital Management's philosophy centers on delivering both competitive financial returns and social impact. The firm actively seeks opportunities that align with community needs, such as affordable housing and economic development projects. By leveraging its expertise in real estate and credit investments, NBT Capital Management aims to create value for its clients while contributing positively to the communities in which it invests. The firm's commitment to community development is evident in its participation in initiatives that support local economies and enhance the quality of life for residents.