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| Happy Holidays!! thanks for using AUM13F!! |
| Precision Capital Advisors LLC
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| CRD # | 157784 |
| SEC # | 801-73913 |
| CIK # | |
| AUM | $2.3 B (2025-05-23) |
| Employees | 8 (50% Investors, 38% Brokers) |
| Phone | 212-476-9300 |
| Address | 170 Mason Street Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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 | 25 | 2.2 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (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 | 37 | 2.3 |
| By Discretionary | ||
| Discretionary | 36 | 2.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 37 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.2 | |
| Total | 37 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Cohen | 230 | |||
| Gina Laversa | 91 | |||
| Todd Kesselman | 88 | |||
| Richard Galvin | 14 | |||
| Marc Bergschneider | 17 | |||
| Starboard Capital Partners LLC | 16 | |||
| CV Properties LLC | 10 | |||
| Precision Capital 2020 GP LP | 9 | |||
| Gina M Laversa 2012 Dynasty Trust | 5 | |||
| Todd Kesselman Grantor Trust | 5 | |||
| View All | ||||
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