Private Capital Management

Assets Under Management

$1.3B

Number of Clients

415

Number of Advisors

9

Average Client AUM

$3.2M

AUM per Advisor

$149.6M

Compensation

Fee-Only (AUM)

About This Firm

Private Capital Management, LLC (PCM) is a boutique investment and wealth advisory firm founded in 1986 and located in Naples, FL. PCM manages separate accounts for high net worth clients and implements value equity strategies through pooled vehicles. PCM also offers wealth advisory services under the trade name Private Capital Wealth.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512

9 Advisors at this firm

Private Capital Management | TrueAdvisor