Private Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 26, 2026, reports $1.4B in regulatory assets under management, 21 employees, 1 office, and 466 accounts.
Assets Under Management
$1.4B
Employees
21
Offices
1 office
Total Clients
461
Primary office
NAPLES, FL
8889 PELICAN BAY BLVD., SUITE 500, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
302
2
Individuals
28.2%
130
3
Charitable
2.0%
9
4
Pooled Investment Vehicles
1.5%
7
5
Other Advisers
1.5%
7
Categories with <5 clients
NON-OFFERED NON-FEE PAYING POOLED VEHICLE<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 26, 2026
Discretionary85.4%
$1.2B
85% of total RAUM85.4%
Non-discretionary14.6%
$210M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts466
10Y AUM Change+$651M (+81.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee22:1
10Y Employee Change+3 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.