Investment adviser · CRD 126665
PRIVATE CAPITAL GROUP, LLC
Investment adviser filing (IA)
WEST HARTFORD, CT, United States · Form ADV filed Feb 14, 2022
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 1,794 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 182 | $642,372,944 | 63.4% |
| Individuals | 449 | $275,302,690 | 27.2% |
| Charities | 12 | $92,935,479 | 9.2% |
| Retirement plans | Fewer than 5 | $2,232,095 | 0.2% |
Filing source
Form ADV 1603982 · Feb 14, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 14, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
29 SOUTH MAIN STREET, SUITE 300WEST HARTFORD, CT, 06107, United States
CRD 126665
Filing source
Form ADV 1603982 · Feb 14, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.