Capital Asset Care Inc (Eagan)

Name: Capital Asset Care Inc
Address: 3535 Blue Cross Road, Eagan, MN, 55122 1154
Telephone: 651-662-8383

Capital Asset Care Inc is a large advisory firm based in Eagan. It manages $234.08 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Capital Asset Care provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Asset Care: assets under management

The assets under management (AUM) of Capital Asset Care Inc is $234.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $234.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Asset Care Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital Asset Care Inc

Timothy Allen Schultz has been acting as President since 1 Mar 1997. John Edwin Orner joined the executive team most recently as the President And Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Loosbrock	President & ceo	1 Jun 1994	Other	2653791
James Rochat	Chief investment officer & treasurer	1 Jun 1994	Other	2099003
Inc. A Minnesota Nonprofit Corporation Aware Integrated	Parent corporation	1 Jul 1994	75% - 100%	41-1785972
Scott Dennis Johnston	Secretary	1 Mar 1996	Other	4356000
Timothy Allen Schultz	Director	1 Mar 1997	Other	4355995
Nancy Fleming Nelson	Director, chairperson	1 May 1998	Other	4355994
Mark William Banks	Director, president & ceo of aware integrated, inc.	1 Jan 2000	Other	4356002
James Kertz Rochat	President and chief investment officer	1 Aug 2002	Other	2099003
John Edwin Orner	Treasurer	1 Aug 2002	Other	1864702
Timothy Monnier Peterson	Director, chairperson	1 Dec 2003	Other	4768230
John Edwin Orner	President and chief investment officer	1 Dec 2004	Other	1864702
Arthur William Havican	Treasurer	1 Dec 2004	Other	4892898

Based in Eagan

The principal office where Capital Asset Care Inc performs its advisory services is located at 3535 Blue Cross Road, Eagan, MN 55122 1154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 651-662-8383 or by fax 651-662-8383. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.bondmanager.com.