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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

The CAP Difference

Why top tier investment managers hire CAP

  • A highly proactive and accountable calling plan to the most extensive network of relationships across the spectrum of distribution channels
  • An advisory board of industry leaders
  • An institutional quality screening process to most effectively position products to win business
  • More than 70 years of direct institutional investment management experience
  • A strong and growing team of dedicated, senior sales professionals with long-term incentives to raise assets
  • A results-based value proposition with minimum capital at risk for our clients

Our Team >>

CAP Advisory Board >>


"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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