A complete list of active advisors currently associated with Private Capital Management

Warmer can help you find a great advisor at Private Capital Management or one who fits your needs even better.

Private Capital Management (PCM) is an employee‑owned investment and wealth advisory firm managing roughly $1.4 billion for individual and high‑net‑worth clients through separately managed portfolios and wealth advisory accounts. In addition to typical individual and HNW relationships, PCM also serves pooled vehicle investors and provides advisory or sub‑advisory services to investment companies and other registered investment advisers, including the PCM Value Fund, the EVF and Collier Fund, and several Harmonic private funds. PCM’s investment approach centers on a bottom‑up, fundamental value discipline that typically targets smaller capitalization equities with a multi‑year investment horizon; wealth advisory clients receive individualized allocations that blend active and passive strategies. The firm implements a range of strategies across account types — including options and short sales in certain separately managed accounts and dedicated derivatives‑based allocations within Harmonic funds — and it operates as a private fund adviser with pooled vehicles that use incentive or performance‑based compensation in some offerings. Several operational features distinguish PCM from many peers: it organizes special purpose vehicle subsidiaries that serve as general partners or managing members for its funds, and many senior staff and partners invest alongside clients in those vehicles. PCM is affiliated with a broker‑dealer, Carnes Capital Corporation (which clears through NFS), and uses negotiated execution arrangements (including flat‑fee commissions for higher‑turnover Harmonic strategies); the firm’s disclosure materials also include advertised performance and predecessor performance information and references to third‑party ratings.

To learn more about the advisors currently working at Private Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.