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Private Capital Management, LLC
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Denver, Colorado
$1.2 billion AUM
2 offices

Private Capital Management, LLC is based in Denver, Colorado and has $1.2 billion in assets under management.

Location
210 University Boulevard
Suite 400
Denver, CO 80206
Contact
$1.2 billion
AUM
18
Employees
AUM Share
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$1,225,919,318
Assets under management
2,616 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 388 $222,641,597 18% $573,819
High net worth individuals 323 $918,111,757 75% $2,842,451
Pension and profit sharing plans 1 $626,155 0% $626,155
Charitable organizations 9 $10,731,977 1% $1,192,442
Insurance companies 1 $5,011,429 0% $5,011,429
Other corporations or businesses 18 $68,796,403 6% $3,822,022
Employees Share
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18
Employees
10
Investment analysts
56% of total employees
AUM per employee Share
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$1,225,919,318
Assets under management
$68,106,629
AUM per employee
$122,591,932
AUM per investment analyst
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Compensation

Private Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Private Capital Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 165,306
SEC number 801-77650
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date March 27, 2020

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