CapWealth, our first institutional investor ... and a US oneOur first institutional investor, a private one, and one from the US ...
Not much, spare change in fact for them, but this is a start. At least, our first institutional. Would be interesting to learn though how they heard about us.
We'll if they add more on key milestones (IND, 3-month interim data, etc ...) and if others step in too.
Located in Tennessee
With over $1 billion in client assets under management, we are
one of the nation's leading independent wealth managers, and as a
privately owned,
independently managed firm, CapWealth's team has a personal stake in the success of our clients.
In 2018, CapWealth Chairman and Chief Investment Officer Tim Pagliara was named No. 1 Financial Advisor in Tennessee by Barron’s at the same time as being named No. 1 Wealth Manager in Tennessee by Forbes.
Tim had previously been named to the top spot by Barron's multiple times, but this was the first time any advisor has been named No. 1 by both publications at the same time. In 2014, the Financial Times named CapWealth one of the
Top 300 Registered Investment Advisory Firms and President and Chief Executive Officer Phoebe Venable one of the Top 100 Women Financial Advisors in the country.
1 Institutional Holders
103,000 Total Shares Held
| OWNER NAME | DATE | SHARES HELD | CHANGE (SHARES) | CHANGE (%) | VALUE (IN 1,000S) |
| CAPWEALT H ADVISORS, LLC | 09/30/2019 | 103,000 | 0 | 0% | $24 |