Private Capital Group LLC

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Assets, Funds, Holdings

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Private Capital Group LLC
CRD #126665
SEC #801-62078
CIK #0000949308, 0001061630, 0001112289, 0002003078, 0000897226, 0001732854, 0001074273, 0001588456, 0001623019, 0001778185
AUM
Employees 10 (40% Investors, 0% Brokers)
Phone860-561-1162
Address29 South Main Street
West Hartford, CT 06107
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
1300104078052026002003201020172024
CIK Period
0000949308 0001061630 0001112289 0002003078 0000897226 0001732854 0001074273 0001588456 0001623019 0001778185
Sector Form 13F Holdings Value ($B)
Microsoft Corp 1.0
Broadcom Inc 1.0
Facebook Inc 0.8
Nvidia Corp 0.5
Philip Morris International Inc 0.4
Netflix Inc 0.4
J P Morgan Chase & Co 0.3
Tesla Motors Inc 0.3
Royal Caribbean Cruises Ltd 0.3
Lilly Eli & Co 0.3
Amazon Com Inc 0.3
Alphabet Inc 0.3
VISA Inc 0.3
MercadoLibre Inc 0.2
Vertex Pharmaceuticals Inc / Ma 0.2
Deutsche Bank Aktiengesellschaft 0.2
General Electric Co 0.2
Mastercard Inc 0.2
Apple Inc 0.2
Shopify Inc 0.2
Alphabet Inc 0.2
Carrier Global Corp 0.2
Abbott Laboratories 0.2
KLA Tencor Corp 0.2
ASML Holding NV 0.2
Costco Wholesale Corp /NEW 0.2
Priceline Com Inc 0.1
Ryanair Holdings PLC 0.1
Ace Ltd 0.1
Marsh & McLennan Companies Inc 0.1
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 449 275.3
(b) Individuals (high net worth individuals) 182 642.4
(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 2.2
(h) Charitable organizations 12 92.9
(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 1,794 1,012.8
By Discretionary
Discretionary 1,794 1,012.8
Non-Discretionary 0 0.0
Total 1,794 1,012.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,012.8
Total 1,794 1,012.8
EDGAR Form CIK 2011 - 2025
13F-HR [0000897226]
SC 13G [0000897226]
13F-NT [0000949308]
SC 13G [0000949308]
10-K [0001061630]
10-Q [0001061630]
3 [0001061630]
4 [0001061630]
5 [0001061630]
8-K [0001061630]
SC 13D [0001061630]
SC 13G [0001061630]
13F-HR [0001074273]
SC 13G [0001074273]
13F-HR [0001112289]
13F-HR [0001588456]
SC 13D [0001588456]
SC 13G [0001588456]
10-K [0001623019]
10-Q [0001623019]
3 [0001623019]
4 [0001623019]
8-K [0001623019]
SC 13G [0001623019]
13F-HR [0001732854]
13F-HR [0001778185]
13F-NT [0001778185]
D [0002003078]
Form 13D/13G Filer Form 13D/13G Subject Filed
Capital Management Corp /VA ACCO Brands Corp [2025-04-23]
Capital Management Corp /VA Lifevantage Corp [2025-04-23]
Capital Management Corp /VA Lifevantage Corp [2025-04-23]
Capital Management Corp /VA Crawford & Co [2025-04-23]
Blackstone Group Management LLC Blackstone Mortgage Trust Inc [2025-02-10]
Capital Management Corp /VA Gray Television Inc [2024-10-10]
Private Capital Management LLC Perion Network Ltd [2024-10-01]
Private Capital Management LLC Motorcar Parts of America Inc [2024-09-12]
Private Capital Management LLC Powerfleet Inc [2024-05-06]
Private Capital Management LLC Barrett Business Services Inc [2024-02-05]
View All
Form 3/4/5 Subject 2011 - 2025
Blackstone Mortgage Trust Inc
Sagalyn Lynne B
Lynch Nnenna
Cotton Leonard W
Nassau Henry N
Perez-Alvarado Gilda
Nash Michael B.
Urbaszek Marcin
Keenan Katharine A
Marone Anthony F. JR
View All
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