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Private Capital Advisors Inc
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CRD # | 125771 |
SEC # | 801-61877 |
CIK # | 0001350780, 0001597878, 0001582732 |
AUM | $793.9 MM (2024-03-21) |
Employees | 6 (33% Investors, 0% Brokers) |
Phone | 347-960-4520 |
Address | 23 Old Kings Highway South Darien, CT 06820 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LLY | 301,789.7 | 0.4 | |
AAPL | 2,382,844.0 | 0.1 | |
GOOGL | 1,475,138.5 | 0.0 | |
PANW | 49,011.6 | 0.0 | |
UNH | 477,004.0 | 0.0 | |
NFLX | 79,791.6 | 0.0 | |
CACI | 6,428.4 | 0.0 | |
MMC | 77,651.1 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
TMO | 209,733.6 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Bayberry-West Partners LP | 2012-03-26 | 22.4 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 178 | 0.0 |
(b) Individuals (high net worth individuals) | 60 | 0.7 |
(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 | 1 | 0.0 |
(h) Charitable organizations | 3 | 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 | 8 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 250 | 0.8 |
By Discretionary | ||
Discretionary | 250 | 0.8 |
Non-Discretionary | 0 | 0.0 |
Total | 250 | 0.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.8 | |
Total | 250 | 0.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001350780] | |
13F-HR | [0001582732] | |
13F-HR | [0001597878] |
Related Firms | State | AUM ($BB) |
---|---|---|
Private Capital Advisors Inc
✚
|
CT | 0.8 |
Private Capital Strategies LLC
✚
|
CT | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Synergy Asset Management LLC
✚
|
WA | 0.8 |
Kingdon Capital Management LLC
✚
|
NY | 0.8 |
Optima Asset Management LLC
✚
|
NY | 0.8 |
Logan Stone Capital LLC
✚
|
IL | 0.8 |
Nuverse Advisors LLC
✚
|
FL | 0.8 |
Satovsky Asset Management LLC
✚
|
NY | 0.8 |
Coker & Palmer Inc
✚
|
MS | 0.8 |
Mark Asset Management LP
✚
|
NY | 0.8 |
Twin Capital Management Inc
✚
|
PA | 0.8 |
Fourthstone LLC
✚
|
MO | 0.8 |