Private Capital Asset Management LLC

Overview

Private Capital Asset Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients alongside institutional/business clients and provides portfolio management for individuals, small businesses, and institutions. Ownership is domestic/individual and the adviser maintains an affiliated adviser relationship. Fee schedules include percentage-of-AUM billing as well as fixed fees and performance-based arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices