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Capital Allocation Partners [SM]Capital Allocation Partners [SM]Dedicated to Raising Assets for a Select Group of Institutional Investment ManagersCapital Allocation Partners [SM]
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Partnership. Opportunity. Leadership. Success.

About CAP

Capital Allocation Partners was established in order to bring together top investment managers with top sales professionals. Our value to you is our extensive industry experience, practical guidance and results driven approach to raising assets. With more than 10 distinct channels, 14,000 registered investment firms and $20 trillion at play, we are confident that we can assist effective investment managers in maximizing their assets under management.

At CAP, we are committed to an institutional level screening process that thoroughly evaluates: philosophy, people, process, performance and price for the strategies we market. We also hold ourselves to these same high standards. CAP is committed to:

  • A focused philosophy: we win only when our clients win
  • An institutional quality screening process
  • A highly experienced team
  • An efficiently priced marketing arrangement that is based on performance
  • A growing network of strategic relationships

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"We are determined to achieve industry leadership by creating a winning proposition for the sales professional, their network of relationships, and the investment management firms we represent."
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