Private Capital Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 30, 2026, reports $13M in regulatory assets under management, 4 employees, and 9 accounts.
Assets Under Management
$13M
Employees
4
Offices
--
Total Clients
8
Primary office
DARIEN, CT
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
4
2
HNWI
25.0%
2
3
Charitable
12.5%
1
4
Corporations
12.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13Mas of March 30, 2026
Discretionary100.0%
$13M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13M
Total Accounts9
10Y AUM Change+$13M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change+4
* 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.