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Capital Asset Management
Capital Asset Management, Inc. is an SEC-registered investment adviser in Columbus, OH, registered since 2021. The firm manages $200 million in assets, with...
Capital Asset Management
Capital Asset Management, Inc. is an SEC-registered investment adviser in Columbus, OH, registered since 2021. The firm manages $200 million in assets, with $196 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1987
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Washington, DC, United States
Principals
Joel M. Lerner
Chairman and CEO
Sarah E. Lerner
President
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Asset Management?
Joel M. Lerner, as Chairman and CEO, oversees investment strategy and deal sourcing, with Sarah E. Lerner as President managing firm operations. The firm's governance reflects its closely held, family-managed structure. No independent investment committee or outside board representation is disclosed publicly.
How does Capital Asset Management structure its real estate offerings?
The firm primarily uses Delaware Statutory Trust structures to allow individual 1031-exchange investors to acquire fractional interests in institutional-grade commercial properties. These DST interests are sold through a network of independent broker-dealers rather than through direct institutional channels. Target properties include net-leased office, industrial, and retail assets across US secondary markets.
What is Capital Asset Management's exposure to energy investments?
Historically focused on oil and gas royalty trusts and working-interest programs, the firm has recently expanded into renewable-energy credit facilities, including a disclosed community-solar subsidiary formed in September 2023. This shift marks a strategic diversification away from legacy fossil-fuel exposure.
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