Private Capital Management, LLC

Private Capital Management, LLC

Share:

210 University Blvd. Suite 400

Denver, CO 80206

303-370-0055

pcm-inc.com

No. advisers: 19

AUM: $1,001,371,294

Asset Breakdown

Staff
Employees 19
Clients
High-net-worth individuals 26-50%
Financial planning clients 251-500
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,001,371,294 2,704 $370,330
Non-discretionary 0 0 $0
Total $1,001,371,294 2,704 $370,330

Private-equity veterans build $2 billion advisory firm from scratch

June 26, 2018 - The wealth management space has become an attractive target of deep-pocketed private-equity investors, but rare is the private-equity investor launching a financial advisory firm from scratch. Enter Cresset Capital Management, a 1-year-old Chicago-based...

Biggest RIA gainers

June 9, 2018 - Rank 2018 % change 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Breed's Hill Capital 1 Thompson Square, Suite 301 Boston, MA 02129 (617) 580-3440 breedshillcapital.com...

EP Wealth Advisors buys $400 million Donnelly Wealth Advisors

June 4, 2018 - EP Wealth Advisors, an RIA firm now managing $3.6 billion in assets and headquartered in Torrance, Calif., has acquired Donnelly Wealth Advisors of San Diego, which manages $400 million. (More: RIA mergers and acquisitions set another record in 2017)...

Exactly how rich is 'rich'?

May 23, 2018 - Just how rich is "rich?" The answer, of course, depends on who's asking—and these days, many are. In rich-tropolises such as New York and London, 1 percenters moan that living on $500,000 a year feels Dickensian. With a pot of $40 million—and private...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.