Private Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,224,946,756
Clients
256
Advisors
2
across 2 offices
About
Private Capital Advisors, Inc. provides discretionary portfolio management to high‑net‑worth individuals, family offices and institutional clients through separately managed accounts and affiliated private funds, focused on liquid investment strategies. The firm’s Form ADV reports $1.281 billion in discretionary assets under management and lists institutions, trusts and high‑net‑worth individuals among its client types.
PCA describes an investment process built on proprietary fundamental research supplemented by technical and cyclical analysis and implements long‑term, short‑term and trading strategies as appropriate to client objectives. The firm uses options and other derivatives and may transact on margin in separately managed accounts, tailors mandates to client constraints, and notes that some client relationships include negotiated performance‑based fees.
Compared with many team advisers, PCA serves as an affiliated managing member of Private Capital Strategies, LLC and participates in sponsoring and managing a private fund (Bayberry West, L.P.), sharing in both management and performance fees, and its reported AUM implies relatively high assets managed per advisor. The Form ADV discloses policies to address conflicts from these multi‑entity and side‑by‑side arrangements, and the brochure emphasizes investment management services rather than standalone comprehensive financial planning.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.25% $3,000,001 - $23,000,000: 1.00% $23,000,001+: 0.75%
Negotiated percentage of realized and unrealized investment returns over any agreed hurdle rate
Account minimum: $1,000,000 Fee-only: Equity portfolios: tiered percentage of AUM from 0.75% to 1.25%; Bond portfolios: fixed 0.35% of assets under management regardless of amount
Main office
See office23 Old Kings Highway South, Suite 200
Darien CT 06820
Advisors at this office
1
Offices (2)
Most active in
California · Connecticut · Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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