Investment adviser · CRD 120634
PRIVATE CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
LARKSPUR, CA, United States · Form ADV filed Feb 27, 2023
- Regulatory AUM
- $200M Form ADV · Item 5.F
- Client accounts
- 322 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 47 | $166,465,229 | 83.0% |
| Retirement plans | 12 | $26,868,938 | 13.4% |
| Individuals | 7 | $4,830,868 | 2.4% |
| Corporations & businesses | 2 | $1,562,985 | 0.8% |
| Charities | 2 | $720,783 | 0.4% |
Filing source
Form ADV 1709944 · Feb 27, 2023 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PCM REAL RETURN FUND, LPOther Private Fund · Last reported Jun 19, 2020$1.05MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-1162991661
- Reported beneficial owners
- 19
- Minimum commitment
- $250K
Form ADV 1434113 · Jun 19, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 27, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 LARKSPUR LANDING CIRCLE, SUITE 112LARKSPUR, CA, 94939, United States
CRD 120634
Filing source
Form ADV 1709944 · Feb 27, 2023 · 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.