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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborFusion +more
- Established Date
- 08-07-2000
- Office Locations
- 1
Office Locations
About City Capital Management L.l.c.
City Capital Advisors provides senior-led corporate finance and investment banking advice to North American middle-market companies and owners (typically $50-500M valuation). Services include M&A advisory, leveraged buyouts/recaps, and equity and debt capital formation across sectors including industrials, business services, technology, healthcare, and food and beverage. Each MD has 20+ years’ experience; the team has completed 500+ transactions totaling ~$60B.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Technology
Owner & Executives
JOHN FRANKLIN MARTIN
Investment Advisor, President
- CRD
- #4447352
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,803,020 | -- |
| Non-Discretionary | $1,490,785 | -- |
| Total | $15,293,805 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,293,805
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $571,510,351 | 31.5% |
| Public Funds | $444,508,051 | 24.5% |
| U.S. Government/Agency | $468,094,192 | 25.8% |
| Cash | $330,205,981 | 18.2% |
| Total | $1,814,318,575 | 100.0% |