# Capital Trust Advisors

Capital Trust Advisors is a Multi Family Office based in San Rafael, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** capitaltrustadvisors.com

## Regulatory record

- **CRD number:** 134174
- **SEC file number:** 801-121095
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134174

## About

Capital Trust Advisors is an SEC-registered investment adviser in San Rafael, CA, registered since 2021. The firm manages approximately $403 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Energy Transition & Renewables

## People

- John S. Markwalter Jr. — Chairman and CEO
- David M. Ratcliffe — Director

## Questions

### Who runs investment decisions at Capital Trust Advisors?

John S. Markwalter Jr. chairs the investment committee and serves as CEO. He built the firm in 2001 after institutional advisory roles at SunTrust and The Argo Group. Day-to-day investment decisions on direct real estate and credit deals run through Markwalter and a small internal team. Major allocation shifts require investment committee approval, which includes board member David Ratcliffe for energy and infrastructure matters.

### Does Capital Trust Advisors participate in fund commitments or only direct deals?

The firm does both. It commits to private equity funds for access to strategies it cannot replicate directly, while its core practice is direct real estate equity and direct private credit. The credit book focuses on senior secured floating-rate loans to lower-middle-market companies. The firm avoids venture capital fund commitments and early-stage technology exposure entirely.

### What investment stages does Capital Trust Advisors typically target?

CTA targets cash-flowing assets and mature companies. In real estate, it focuses on stabilized, income-producing commercial properties with in-place cash flow. In private credit, it lends to established lower-middle-market companies with verifiable EBITDA histories. The firm does not pursue greenfield development, pre-revenue startups, or speculative technology.

### Which sectors does Capital Trust Advisors explicitly avoid?

The firm avoids venture capital and early-stage technology of any kind. It does not invest in hedge fund strategies or public-market long/short equity. There is no known allocation to cryptocurrency, digital assets, or tokenized securities. The energy exposure is traditional infrastructure and regulated utilities, not exploration or speculative E&P.

## Related profiles

- [Husami & Associates](https://altss.com/profile/husami-and-associates)

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Last updated: 2026-07-06T01:24:13.527Z

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