Sanibel Captiva Trust Company Overview

  • Type
  • Money Management Firm

  • Year Founded
  • 2001

Year Founded

  • Professionals
  • 12

Professionals

  • AUM

Sanibel Captiva Trust Company General Information

Description

Sanibel Captiva Trust Company is 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
Open To First Time Funds
Institution Type
Money Management Firm
Primary Contact
Title
Executive Vice President and Senior Portfolio Manager
Email
ch
Phone
+1 (239)
Corporate Office
  • 2460 Palm Ridge Road
  • Sanibel, FL 33957
  • United States
+1 (239)

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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

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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

Sanibel Captiva Trust Company FAQs

  • When was Sanibel Captiva Trust Company founded?

    Sanibel Captiva Trust Company was founded in 2001.

  • Where is Sanibel Captiva Trust Company headquartered?

    Sanibel Captiva Trust Company is headquartered in Sanibel, FL.

  • How many Assets Under Management (AUM) does Sanibel Captiva Trust Company have?

    Sanibel Captiva Trust Company has in assets under management.

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