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Building 2PRIVATE CAPITAL ADVISORS, INC.

Map pinDARIEN, CT
Phone347-960-4520
NotebookSEC #801-61877
Total AUM
$1.3B
Employees
6
Clients
270

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
9:00AM TO 5:00 PM
Monday - Friday
Phone
347-960-4520
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
270
Discretionary
$1.3B
Accounts
270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
180
AUM
$35.9M
HNW Individual Clients
76
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$721.7K
Charitable Organization Clients
4
AUM
$35.3M
Corporation or Business Clients
9
AUM
$20.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLNYTX

HandshakeAffiliates

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

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