Statetrust Capital, LLC
Statetrust Capital, LLC is an SEC-registered mass-market adviser in Boca Raton, FL with $93.7M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Statetrust Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114052, SEC 801-60478, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $93.7M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 4
- Clients
- 143
- CRD
- 114052
- Ownership
- PEARLMAN, BERTHA; CIMBAL, JEFFREY, WAYNE; STATETRUST GROUP LLC; VURGAIT, DAVID; MARINEZ DE TUTNES, ROSARIO
How much AUM does Statetrust Capital, LLC have?
Statetrust Capital, LLC reported $93.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Statetrust Capital, LLC?
Disclosed owners and executives of Statetrust Capital, LLC include PEARLMAN, BERTHA, CIMBAL, JEFFREY, WAYNE, STATETRUST GROUP LLC, VURGAIT, DAVID, MARINEZ DE TUTNES, ROSARIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.