US CAPITAL GLOBAL

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The US Capital team has provided asset management and corporate finance services to their clients for over 20 years now. Clients are now served in international locations with relationships in most global financial centers. Having one brand, US Capital Global, allows us to expand the opportunity for profitable relationships for their clients across their different business units. Their wealth management clients often have holdings in private companies or real estate, and thus can also make prof... itable use of their investment banking services for corporate finance. When their investment banking services result in a wealth-generating event for a client, they can take advantage of their sophisticated wealth management services for themselves and their family. This integration of client services enables an overall strategy of maintaining consistent balance across asset classes, risk profiles, and liquidity goals. US Capital Global Wealth Management, US Capital Global Investment Management, US Capital Global Securities, US Capital Global Realty, and Corporate Finance are all now under the US Capital Global brand.

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US CAPITAL GLOBAL

Social Links:

Industry:
Financial Services

Founded:
1998-01-01

Status:
Active

Contact:
1 (415) 889-1010

Total Funding:
28.5 M USD

Technology used in webpage:
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Current Advisors List

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Bill Murray Certified US Capital Global Advisor @ US Capital Global
Advisor
2020-07-01

tiffany-xingyu-wang_image

Tiffany Xingyu Wang Advisory Board @ US Capital Global
Board_member
2020-05-01

teresa-grobecker_image

Teresa Grobecker Advisor @ US Capital Global
Advisor
2021-07-01

Current Employees Featured

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Charles V. Towle
Charles V. Towle COO @ US Capital Global
COO
2022-03-01

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Jeffrey Sweeney
Jeffrey Sweeney Founder ,Chairman & CEO @ US Capital Global
Founder ,Chairman & CEO
1997-01-01

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Amir Khan
Amir Khan Investment Specialist @ US Capital Global
Investment Specialist
2019-01-01

Founder


jeffrey-sweeney_image

Jeffrey Sweeney

Acquisitions List

Date Company Article Price
2019-06-24 Grobecker Holland International Grobecker Holland International acquired by US Capital Global N/A

Newest Events participated

security-tokens-realised-2019_event_image Participated in Security Tokens Realised 2019 on 2019-01-23 as sponsor

Key Employee Changes

Date New article
2022-03-09 US Capital Global Appoints Charles Towle as Chief Operating Officer

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