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President · CAPTRUST

Benjamin S. Goldstein

CRD 1613111 · Named on Form ADV at one SEC-registered adviser

At a glance

CAPTRUST, an SEC-registered asset manager based in Raleigh, NC with $1.2 trillion in regulatory assets, lists Benjamin S. Goldstein on its Form ADV as President, a control person.

Firms and roles

  • CAPTRUSTPresidentAsset manager · Raleigh, NC · $1.24T in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Benjamin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.