---
title: CAPTRUST Acquires Portfolio Evaluations Inc.
description: CAPTRUST Acquires Portfolio Evaluations Inc..
---

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# [CAPTRUST Acquires Portfolio Evaluations Inc.](https://dakotafunds.com/dakota-funds/fundraising-news/captrust-acquires-portfolio-evaluations-inc)

 Written by [Koncheng Moua, Director of Data Management and Strategy](https://dakotafunds.com/dakota-funds/author/koncheng-moua-director-of-data-management-and-strategy) | November 29, 2022

CAPTRUST Financial Advisors has acquired Portfolio Evaluations Inc., based out of Warren, New Jersey. 

According to a press release, PEI brings “more than $107 billion in assets and several hundred clients”. 

The acquisition will be the third institutional-focused firm acquired by CAPTRUST in the past year, and the 54th firm to join CAPTRUST since 2006. PEI will utilize CAPTRUST branding post acquisition. The deal closed in 2021.

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[View full post](https://dakotafunds.com/dakota-funds/fundraising-news/captrust-acquires-portfolio-evaluations-inc)

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