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Building 2PRIVATE CAPITAL MANAGEMENT, INC.

Map pinLARKSPUR, CA
Phone415-464-9700
NotebookSEC #801-61180
Total AUM
$200.4M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LARKSPUR LANDING CIRCLE
SUITE 112
LARKSPUR
CA 94939
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
415-464-9700

ReceiptFinancials

Total AUM
$200.4M
Accounts
322
Discretionary
$187.6M
Accounts
313
Non-Discretionary
$12.8M
Accounts
9

ContactClients

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Individual Clients
7
AUM
$4.8M
HNW Individual Clients
47
AUM
$166.5M
Pension/Profit Sharing Plan Clients
12
AUM
$26.9M
Charitable Organization Clients
2
AUM
$720.8K
Corporation or Business Clients
2
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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