|
⚲
|
| Keyboard |
| Precision Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 157784 |
| SEC # | 801-73913 |
| CIK # | |
| AUM | 2,688.2 M (2026-05-26) |
| Employees | 9 (44% Investors, 33% Brokers) |
| Phone | 212-476-9300 |
| Address | 170 Mason Street Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | PCA Opportunities Fund 2026 LP | [2026-03-31] | 4.6 M | 3.7 M |
| Filed 2026-02-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | TAU Capital VP LP | [2026-03-31] | 10.1 M | |
| Filed 2025-08-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | XZ Crusoe LP | [2026-03-31] | 15.0 M | |
| Filed 2025-11-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | PCA Berkshire Opportunities Fund LP | 2025-03-31 | 209.5 M | |
| PE | PCA Preferred Access Partners LP | [2025-03-31] | 195.7 M | |
| Filed 2024-07-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Andalusian Principal Partners LP | [2024-03-29] | 14.5 M | 17.7 M |
| Filed 2024-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | PCA Opportunities Fund 2023 LP | [2024-03-29] | 44.3 M | 14.5 M |
| Filed 2017-11-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Andalusian Partners LP | 2023-03-30 | 402.9 M | |
| Other | PCA Co-Investments II LP | [2023-03-30] | 0.6 M | 1.3 M |
| Filed 2014-11-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | PCA Co-Investments I LLC | [2023-03-30] | 0.6 M | 15.5 M |
| Filed 2014-11-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 42 | 2.7 |
| (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 | 42 | 2.7 |
| By Discretionary | ||
| Discretionary | 42 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 42 | 2.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Cohen | Executive Officer | 242 | 13 | |
| Gina Laversa | Director, Executive Officer | 102 | 5 | |
| Todd Kesselman | Director, Executive Officer | 99 | 5 | |
| Richard Galvin | Executive Officer | 14 | 3 | |
| Pca Preferred Access Partners GP LP | Promoter | 8 | 3 | |
| Marc Bergschneider | Executive Officer | 18 | 2 | |
| Starboard Capital Partners LLC | Executive Officer | 16 | 2 | |
| CV Properties LLC | Executive Officer | 10 | 2 | |
| Precision Capital 2020 GP LP | Promoter | 9 | 2 | |
| Todd Kesselman Grantor Trust | Director | 5 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Clients | 1 |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Conversant Capital LLC
✚
|
NJ | 3,116.0 M |
|
Pearl Diver Capital LLP
✚
|
2,820.3 M | |
|
Peakline Partners LLC
✚
|
IL | 2,805.5 M |
|
Heron View Partners LLC
✚
|
NY | 2,674.4 M |
|
BlueArc Capital Management LLC
✚
|
GA | 2,443.8 M |
|
Arlington Partners LLC
✚
|
AL | 2,311.7 M |
|
DW Partners LP
✚
|
NY | 2,273.0 M |
|
NCH Capital Inc
✚
|
NY | 2,021.6 M |
|
Satori Capital LLC
✚
|
TX | 1,614.4 M |
|
Leste Capital Partners Florida LLC
✚
|
FL | 1,610.1 M |