Bank / Wealth / Trust

Updated:

Capital Management Associates

Capital Management Associates was established in 1982 as a US-based wealth manager. The firm supplies investment advisory services and financial planning.

Capital Management Associates logo

Capital Management Associates

Capital Management Associates was established in 1982 as a US-based wealth manager. The firm supplies investment advisory services and financial planning. It serves individuals, pension plans, charitable organizations, and corporations. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain unreported. The firm maintains a standard advisory structure without disclosed co-investment vehicles or adjacent philanthropic arms.

General information

Firm type

Bank / Wealth / Trust

Year founded

1982

AUM

$1.6B

Location

Region

North America

Country

United States

City

Bloomington

Corporate office

Minneapolis, United States

Frequently asked questions

Who runs investment decisions at Capital Management Associates?

No named principals or CIO appear in public records.

Does Capital Management Associates participate in fund commitments or only direct deals?

Available information does not specify allocation between funds and direct holdings.

What investment stages does Capital Management Associates typically target?

No stage focus or asset-class breakdown is disclosed.

Where does the underlying wealth come from?

Wealth origin is not attributed to any specific family or operating company.

Does Capital Management Associates maintain philanthropic structures?

No separate philanthropic vehicles are identified in the record.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Bloomington Bank / Wealth / Trust profiles