Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.
View Top Employees from BTR Capital Management| Website | http://www.btrcap.com |
| Revenue | $7 million |
| Employees | 13 (13 on RocketReach) |
| Founded | 1989 |
| Address | 1999 Harrison St 1530, Oakland, California 94612, US |
| Phone | (415) 989-0100 |
| Technologies |
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| Industry | Investment Management, Finance, Finance General, Construction, Real Estate, Wealth Management, Financial Planning, Financial Services, Municipal Bonds |
| Web Rank | 18 Million |
| Keywords | When Did China Begin Investing In 5g Technology "2007" |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies |
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BTR Capital Management Questions
The BTR Capital Management annual revenue was $7 million in 2024.
Lewis Katcher is the Principal, Chief Investment Officer, and Portfolio Manager of BTR Capital Management.
13 people are employed at BTR Capital Management.
BTR Capital Management is based in Oakland, California.
The NAICS codes for BTR Capital Management are [523, 52, 52312, 5231, 523120].
The SIC codes for BTR Capital Management are [62, 621].
Top BTR Capital Management Employees
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ViewLewis Katcher
Principal, Chief Investment Officer, and Portfolio Manager at BTR Capital Management
San Francisco, CA, US45+ -
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Greg Welch
Senior Vice President, Portfolio Manager at BTR Capital Management
San Francisco, CA, US33 -
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Ted Jablonski
Senior Vice President and Portfolio Manager at BTR Capital Management
San Francisco, California, United States24 -
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Jay Butler
Principal, Director of Research, and Portfolio Manager at BTR Capital Management
San Francisco, California, United States2 -
ViewWard Lindenmayer
Senior Vice President and Portfolio Manager at BTR Capital Management
San Francisco, California, United States12 -
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Stephen Yeatman
Principal and Portfolio Manager at BTR Capital Management
San Francisco, CA, US12 -
ViewElizabeth Kurniawan-Ormeño
Principal and Operations Manager at BTR Capital Management
San Francisco, California, United States1
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