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.
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BTR Capital Management Questions
The BTR Capital Management annual revenue was $7.1 million in 2026.
6 people are employed at BTR Capital Management.
BTR Capital Management is based in Oakland, California.
The NAICS codes for BTR Capital Management are [5231, 52312, 523, 52, 523120].
The SIC codes for BTR Capital Management are [62, 621].
Top BTR Capital Management Employees
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Mark Fredenburg
Principal and Portfolio Manager at BTR Capital Management
San Francisco, CA, US34 -
25+ -
Stephen Yeatman
Principal and Portfolio Manager at BTR Capital Management
San Francisco, CA, US13
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