Private Capital Advisors, Inc.
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 125771
- Registered since
- March 20, 2003
- Website
- www.privatecapitaladv.com
- Custodians
- PERSHING LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.76%
- Individuals2.8%
- Charitable Organizations2.76%
- Corporations / Businesses1.62%
- Pension & Profit Sharing Plans0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Private Capital Advisors, Inc. is an independent, SEC-registered wealth manager organized as a corporation and operating since 2003. The firm serves both individual/family and institutional clients and offers discretionary portfolio management for individuals, small businesses and institutions. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees, and the firm reports using third-party managers for some strategies. Private Capital Advisors does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Other19%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 5Ellen Scambia
ControllerCRD 1320993
Vincent Andrews
PresidentCRD 2029409
Robert Andrews
Executive DirectorCRD 1251180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$38M in ETFs
34%
$13M
3%
$25M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR) | $23.5M | 1,115,325 | 61.81% |
Location
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, 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
- 23 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bourgeon Capital Management LLC
RIADarien, CT
Goodnow Investment Group LLC
RIADarien, CT
Talson Capital Management L.P.
RIADarien, CT
Nassau Private Credit LLC
RIADarien, CT
Ten Coves Capital, LP
RIADarien, CT
Activant Capital Group LLC
RIADarien, CT