PRECISION CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 157784
- Registered since
- March 30, 2012
- Website
- www.precisioncapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ALEXEI SOKOLSKY
Chief Financial OfficerCRD 6592737
Shoshana Thoma-Isgur
Chief Compliance OfficerCRD 7971319
Contacts
3 of 4Amy Kesselman
TrusteeCRD 7364099
STEPHEN LAVERSA
Strategic AdvisorCRD 1711266
TODD KESSELMAN
Managing Director, Founding PartnerCRD 2897424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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