Portfolio Evaluations, Inc. (Now CAPTRUST) Information
Summary
Portfolio Evaluations, Inc. (Now CAPTRUST) is a private company that has been in the industry for 34 years. The company currently specializes in the Financial Services area. Its headquarters is located at Warren, New Jersey, USA. The number of employees ranges from 25 to 100. The annual revenue of Portfolio Evaluations, Inc. (Now CAPTRUST) varies between 100K and 5.0M. Total funding of the company - $350K. To connect with Portfolio Evaluations, Inc. (Now CAPTRUST) employee register on SignalHire.
Organization Website | captrust.com |
Social Links |   |
Industries | |
Headquarters Location | 15 Independence Boulevard, Warren, New Jersey, 07059 US |
Employees Size | 10-50 employees |
Specialties | Asset Allocation Analysis, Fiduciary Education, Asset/Liability Analysis, Plan Fee Benchmarking (RFI), Manager Search and Selection, Vendor Search (RFP), Outsourced CIO Review, Fiduciary Plan Services, Investment Manager Due Diligence, Fiduciary Oversight |
SIC Code | 6199 |
DMA Code | New York Metropolitan Area |
Founded | 1992 |
Estimated Annual Revenue | $100K - 5.0M |
Operating Status | Independent Company |
Estimated Website Traffic
The chart shows a decline in traffic to the captrust.com website. In November, traffic decreased to 59728, compared to 65079 in the previous month. The highest traffic in 2025 was recorded in August, reaching 106246 visits.
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Portfolio Evaluations, Inc. (Now CAPTRUST) shows a diverse range of experience levels:
4% for 3–4 years12% for 5–7 years15% for 8–10 years69% have over 11 years of service at Portfolio Evaluations, Inc. (Now CAPTRUST)
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