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Building 2PRIVATE CAPITAL ASSET MANAGEMENT LLC

Map pinDARIEN, CT
Phone203-656-0700
NotebookSEC #801-123413
Total AUM
$13M
Employees
4
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 OLD KINGS HIGHWAY SOUTH
SUITE 200
DARIEN
CT 06820
United States
Operating Hours
9-5
Monday - Friday
Phone
203-656-0700

ReceiptFinancials

Total AUM
$13M
Accounts
9
Discretionary
$13M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$2M
HNW Individual Clients
2
AUM
$10.1M
Charitable Organization Clients
1
AUM
$918.3K
Corporation or Business Clients
1
AUM
$28.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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