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PRIVATE CAPITAL MANAGEMENT
PRIVATE CAPITAL MANAGEMENT, LLC
CRD 169172 · SEC 801-78615
8889 PELICAN BAY BLVD., SUITE 500, NAPLES, FL, 34108-7512, United States
Phone
(239) 254-2500
Fax
(239) 254-2557
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.23B
Team
21 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $22.5M |
| High net worth individuals | 302 | $923.0M |
| Investment companies | 1 | $70.9M |
| Pooled investment vehicles | 7 | $294.7M |
| Charitable organizations | 9 | $65.2M |
| Other investment advisers | 7 | $23.9M |
| Corporations/business entities | 5 | $37.5M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, VA, WI, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD