PT CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$56.9M
Discretionary
$56.9M
100% of AUM
Avg account
$28.4M
Accounts
2
Employees
6
Advisory reps
2

Firm details

Headquarters
ANCHORAGE, Alaska
CRD number
168601
Registered since
April 11, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses67.25%
  • Investment Companies21.14%
  • Other11.53%
  • HNWI0.08%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PT Capital Advisors, LLC is structured as an investment manager that builds and runs pooled private funds, with primary activity centered on private equity strategies. The firm operates as sponsor, general partner and managing member of its pooled vehicles, indicating it both sources deals and exercises active portfolio management rather than simply allocating to third‑party managers. Its client base mixes high‑net‑worth individuals and families with institutional investors, and its compensation model combines a percentage of assets under management with performance‑based fees, aligning manager incentives with fund outcomes. The adviser was SEC‑registered in 2016 and is organized as a limited liability company. It is not designated as an active ESG investor and is not classified as a capital allocator; instead the firm focuses on running and managing private investment vehicles and taking direct oversight of those vehicles’ portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 2%98%
  • Private Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • HUGH SHORT

    Chairman and Chief Executive OfficerCRD 6248315

  • Michael Moore

    Chief Financial Officer & Chief Compliance OfficerCRD 6926823

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANCHORAGE, AK

ANCHORAGE

Location

ANCHORAGE, AK

Headquartered in ANCHORAGE, AK, in the West of the United States.

Region
West
County
ANCHORAGE
Address
188 W Northern Lights Blvd
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth