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 registered investment adviser that has been SEC registered since 2003. The firm serves both individual and family clients as well as institutional/business clients and provides portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor. Ownership is held by a combination of a domestic entity and individual ownership interests.
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 5
Matthew Andrews
Managing DirectorCRD 5232358
Vincent Andrews
Managing DirectorCRD 2029409
Ann Torregrossa
Vice President of OperationsCRD 7010436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$14.8M in ETFs
88%
$13M
8%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.3M | 4,369 | 22.52% |
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
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