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PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD 317930 · SEC 801-123413
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, 06820, United States
Phone
203-656-0700
Fax
203-655-2909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.0M
Discretionary AUM
$13.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $2.0M |
| High net worth individuals | 2 | $10.1M |
| Charitable organizations | 1 | $918K |
| Corporations/business entities | 1 | $29K |
States served
NY, CT
All web addresses on file
Official SEC filing: View on IAPD