1 past transactions

Caprin Asset Management

Acquisition in 2022
Caprin Asset Management, LLC is an employee-owned investment management firm based in Richmond, Virginia, with an additional office in Lynchburg, Virginia. Founded in 1996, the firm specializes in fixed-income investments, primarily serving high-net-worth individuals, pension plans, charitable organizations, government entities, corporations, and other investment advisers. Caprin manages client-focused fixed-income portfolios, investing in a range of securities including high-quality short-term municipal bonds, intermediate-term tax-exempt securities, investment-grade corporate bonds, and U.S. Treasury and agency bonds. The firm also includes taxable and tax-exempt municipal bonds, money market securities, and exchange-traded funds in its investment strategies. Caprin employs a combination of fundamental and technical analysis, supplemented by external research, and benchmarks its portfolio performance against various industry indices.
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