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PRECISION CAPITAL ADVISORS, LLC
CRD 157784 · SEC 801-73913
170 MASON STREET, STE 103, GREENWICH, CT, 06830, United States
Phone
212 476-9300
Fax
212 355-3250
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.69B
Discretionary AUM
$2.69B
Team
9 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 42 | $2.69B |
States served
NY, CT
All web addresses on file
Official SEC filing: View on IAPD