|
⚲
|
| PCB Capital LLC
✚
|
|
|---|---|
| CRD # | 309784 |
| SEC # | 801-132736 |
| CIK # | 0002123661 |
| AUM | $184.8 M (2026-05-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 732-634-3620 |
| Address | 557 Cranbury Rd East Brunswick, NJ 08816 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002123661 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 2.1 | ||
| Nvidia Corp | 2.1 | ||
| Apple Inc | 2.1 | ||
| Flextronics International Ltd | 2.0 | ||
| Amphenol Corp /DE/ | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| Micron Technology Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Broadcom Inc | 1.4 | ||
| Royal Dutch Shell PLC | 1.4 | ||
| Cisco Systems Inc | 1.3 | ||
| Johnson & Johnson | 1.3 | ||
| Applovin Corp | 1.2 | ||
| AbbVie Inc | 1.2 | ||
| United Parcel Service Inc | 1.2 | ||
| Chevron Corp | 1.2 | ||
| Verizon Communications Inc | 1.1 | ||
| Mastercard Inc | 1.1 | ||
| Home Depot Inc | 1.1 | ||
| US Bancorp de | 1.1 | ||
| Facebook Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| Kraft Foods Inc | 1.0 | ||
| Pfizer Inc | 1.0 | ||
| Fastenal Co | 1.0 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 120.8 |
| (b) Individuals (high net worth individuals) | 68 | 63.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 184.8 |
| By Discretionary | ||
| Discretionary | 597 | 184.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 597 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.8 | |
| Total | 597 | 184.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002123661] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ahara Advisors LLC
✚
|
NJ | 0.2 |
|
Meadowbrook Investment Advisors LLC
✚
|
MI | 0.2 |
|
Torrey-Payne Wealth Management LLC
✚
|
CA | 0.2 |
|
Reach Wealth Management LLC
✚
|
UT | 0.2 |
|
Greenway Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Storgate LLC
✚
|
0.2 | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
XO Capital LLC
✚
|
0.2 | |
|
Longevity Capital Management LLC
✚
|
CA | 0.2 |
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |