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PRIVATE CAPITAL MANAGEMENT
NAPLES, FL
(239) 254-2500
SEC #801-78615Total AUM
$1.4B
Employees
21Clients
463Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8889 PELICAN BAY BLVD.
SUITE 500
NAPLES
FL 34108-7512
United States
SUITE 500
NAPLES
FL 34108-7512
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(239) 254-2500
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
466Discretionary
$1.2B
Accounts
434Non-Discretionary
$210.4M
Accounts
32
Clients
Individual Clients
130AUM
$22.5M
HNW Individual Clients
302AUM
$923M
Investment Company Clients
1AUM
$70.9M
Pooled Vehicle Clients
7AUM
$294.7M
Pension/Profit Sharing Plan Clients
1AUM
$6M
Charitable Organization Clients
9AUM
$65.2M
Investment Advisor Clients
7AUM
$23.9M
Corporation or Business Clients
5AUM
$37.5M
Other Clients
1AUM
$998.9K
Description of Other Clients
NON-OFFERED NON-FEE PAYING POOLED VEHICLE
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHOKORPARISCTNTXVAVTWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.