The PRIVATE CAPITAL ADVISORS is a privately held investment adviser that advises $1.3Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PRIVATE CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 137.9% over the last 5-years.
The Group has been registered with the SEC for 23.38 years and is comprised of 3 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 23 OLD KINGS HIGHWAY SOUTH SUITE 200, DARIEN, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 7 investment and 7 non-investment staff. The total number of Employees increased by 55.56% over the last 5-years.
Their $1.3Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $1.2Bn or 92.14% of Total Assets and Individuals own $37.88mn or 2.91% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
PRIVATE CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.