PNC Capital Advisors LLC
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 151829
- Registered since
- September 29, 2009
- Website
- pnccapitaladvisors.com
- Custodians
- PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government33.89%
- Corporations / Businesses29.33%
- Banking / Thrift Institutions18.12%
- Insurance Companies11.77%
- Pension & Profit Sharing Plans2.44%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
PNC Capital Advisors LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2009. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements include percentage-of-AUM and fixed-fee structures. The ADV identifies the firm as not being an active ESG investor and shows it is not organized as a capital allocator; it also lists a range of industry roles and affiliations, including broker-dealer relationships, other registered adviser activities, banking/thrift and trust company connections, sponsor or GP roles for pooled vehicles, and registration activity around security-based swaps and commodity pool/CTA functions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents43%
- US Government Bonds30%
- Investment Grade Corp Bonds23%
- Private Funds4%
Owners & executives
3 of 7Amanda Agati
Executive Vice President & Chief Investment OfficerCRD 4398291
Michael Wilson
Executive Vice President & COOCRD 2982812
Sean Rhoderick
Chief Investment OfficerCRD 7209850
Contacts
3 of 18
Brian Mock
Managing DirectorCRD 2819586
Robert Edmiston
Vice President, Institutional Asset ManagementCRD 4837895
Wade Meadows
Managing Director, Institutional Asset ManagementCRD 1182015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1 E Pratt St
- Time zone
- ET (UTC-5)
- Office locations
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