Nroop Bhavsar

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-03-25

NJ RA
APPROVED

Since 2022-03-25

Branch Locations

15 Independence Boulevard Suite 410, Warren, NJ 07059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	01/2022	Present
Portfolio Evaluations Inc.	Warren	NJ	10/2019	12/2021
Unemployed	Basking Ridge	NJ	12/2018	09/2019
Cambridge Associates Llc	Arlington	VA	06/2015	11/2018

01/2022 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC
10/2019 → 12/2021

Portfolio Evaluations Inc.

Warren, NJ
12/2018 → 09/2019

Unemployed

Basking Ridge, NJ
06/2015 → 11/2018

Cambridge Associates Llc

Arlington, VA

Other Businesses

Name: The Pathways Foundation; Address: 3 Lamson Ct, Unit 3A, Boston, MA 02128; Investment-Related: No; Nature: non-profit; Position/Title: Treasurer; Start: 2/17/2025; Hours/Month: 5; Hours during Market Hours: 0; Duties: oversee financial activities, maintain records, implement internal controls.

Current Employers

Captrust

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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