Where are BTR Capital Management employees located globally?

BTR Capital Management has employees across 3 continents and 3 countries including Indonesia, Netherlands, United States Of America.

How has BTR Capital Management's team size changed over time?

BTR Capital Management's team has remained stable from approximately 6 to 6 employees based on available data.

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BTR Capital Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

BTR Capital Management is an investment management firm based in Oakland, California, operating from 1999 Harrison Street, 1530, and employing 2-10 people. The firm was founded in 1989 as an independent, employee-owned, SEC-registered investment advisor serving high net worth individuals and families, foundations, and retirement plans. It emphasizes investment research and portfolio management, constructing tailored investment solutions aligned with each client's risk tolerance, tax considerations, and financial objectives. In 2022, Wealth Enhancement Group acquired BTR Capital Management, a national independent wealth management firm. Historically, the firm has engaged in equity investments including stakes in Sirius XM and Constellation Brands, and reported revenue is in the range of $10 million to $25 million.

BTR Capital Management Global Highlights

North America
16

United States Of America
16

Asia
1

Indonesia
1

Europe
1

Netherlands
1

BTR Capital Management's Leadership

J. D. K.
Administrator
Mobile Phone
Email

BTR Capital Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from BTR Capital Management

Name

Title

Contact Info

Location

Last Update

J. D. K.
Administrator
Mobile Phone
Email
NetherlandsZuid-Holland
Mar 05, 2024

Frequently Asked Questions

What is BTR Capital Management known for?

BTR Capital Management was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-415-989-****

. Explore BTR Capital Management's company overview page for more information.

What is BTR Capital Management's most common email format?

BTR Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BTR Capital Management email formats with LeadIQ.

How many employees does BTR Capital Management have currently?

BTR Capital Management has approximately 10 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are BTR Capital Management's key employees and leadership?

As of July 2026, BTR Capital Management's key employees include:

Administrator: J. D. K.

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BTR Capital Management Employee Directory

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