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Capricorn Investment Group key operating metrics including Trademarks, environmental, and social and governance score (ESG).

Trademarks

4

Mar, 2019

Client Funds and Securities Under Related Persons' Custody

$2.5B

Mar, 2019

Clients Under Related Persons' Custody

1

Mar, 2019

Operating Metrics

MetricsMar, 2019
Trademarks4
Client Funds and Securities Under Related Persons' Custody$2.5B
Clients Under Related Persons' Custody1
Assets Under Management (High Individuals) $2.7B
Assets Under Management (Pooled Investment Vehicles)$871.1M
Assets Under Management (Charitable Organizations)$974.2M
Clients (High Individuals) 8
Clients (Pooled Investment Vehicles)9
Clients (Charitable Organizations)4
Assets Under Management$4.5B
Assets Under Management (Discretionary)$2.1B
Assets Under Management (Non-Discretionary)$2.5B
Accounts21
Accounts (Discretionary)20
Accounts (Non-Discretionary)1
Client Funds and Securities Under Custody$2.1B
Clients Under Custody20
Asset Type (Exchange-Traded Equity Securities)0
Asset Type (Non Exchange-Traded Equity Securities)0.7
Asset Type (US Government or Agency Bonds)0
Asset Type (Registered Investment Companies or Business Development Companies)0
Asset Type (Pooled Investment Vehicles)0.1
Asset Type (Cash and Cash Equivalents)0.1
Asset Type (Other)0

Environmental, Social and Governance (ESG)

Overall

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub

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