Sanibel Captiva Trust Company Overview

  • Type

  • Money Management Firm

  • Founded

  • 2001

Founded
  • Professionals

  • 12

Professionals
  • AUM

  • 00.00

Sanibel Captiva Trust Company General Information

Description

Sanibel Captiva Trust Company a money management firm based in Sanibel, Florida. Established in 2001, the firm was created in response to high net-worth investors seeking independent wealth management services to protect, grow and perpetuate their families' assets. The firm also provides investment services, foundation & institutional services, and trust services to its clients. The Sanibel Captiva Trust Company expanded to include The Naples Trust Company and The Tampa Bay Trust Company with offices in Tampa and Winter Haven. The assets of the firm are managed and governed by the board of directors.

Contact Information

Website
www.sancaptrustco.com
Year Founded
2001
Open To Secondaries
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Open To First Time Founds
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Institution Type
Money Management Firm
Primary Contact
00000 0000000
Title
Executive Vice President and Senior Portfolio Manager
Email
00000000@0000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 2460 Palm Ridge Road
  • Sanibel, FL 33957
  • United States
+1 (239) 000-0000

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Sanibel Captiva Trust Company Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Sanibel Captiva Trust Company Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Sanibel Captiva Trust Company Team (16)

Name Title Office
Terence Igo Chief Executive Officer Sanibel, FL
Michael Dreyer President Sanibel, FL
Nancy Hackett Chief Financial Officer Sanibel, FL
Ian Breusch Chief Operating Officer & Senior Portfolio Manager Sanibel, FL
Craig Holston Executive Vice President and Senior Portfolio Manager Sanibel, FL
You’re viewing 5 of 16 team members. Get the full list »

Sanibel Captiva Trust Company Board Members (2)

Name Representing Role Since
S. Albert Hanser Sanibel Captiva Trust Company Founder and Chairman 000 0000
You’re viewing 1 of 2 board members. Get the full list »