PRECISION CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$64M
Accounts
42
Employees
9
Advisory reps
6

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
157784
Registered since
March 30, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Precision Capital Advisors, LLC is a limited liability company that registered with the SEC in 2012 and operates as an independent registered investment advisor and multifaceted fund manager. The firm serves institutional clients and functions as a capital allocator, running and sponsoring pooled investment vehicles such as private equity, venture capital, and real estate funds. Its business model combines traditional percentage-of-AUM fees with performance-based compensation. Precision Capital also provides portfolio management for pooled vehicles and offers pension consulting services. The firm is not an active ESG investor and is organized under domestic ownership with individual(s) as owners. Precision Capital maintains industry roles beyond advisory work: it has affiliations as a broker-dealer, operates as another type of investment adviser, and serves as sponsor, general partner, or managing member of pooled investment vehicles. It is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ALEXEI SOKOLSKY

    Chief Financial OfficerCRD 6592737

  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

Contacts

3 of 4
  • Amy Kesselman

    TrusteeCRD 7364099

  • STEPHEN LAVERSA

    Strategic AdvisorCRD 1711266

  • TODD KESSELMAN

    Managing Director, Founding PartnerCRD 2897424

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
170 Mason St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth