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PRIVATE CAPITAL MANAGEMENT
Legal name: PRIVATE CAPITAL MANAGEMENT, LLC
CRD 169172File 801-78615
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $210.4M
Clients
461
466 accounts
Employees
21
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 30, 2013
- Principal office
- 8889 PELICAN BAY BLVD., SUITE 500, NAPLES, FL, 34108-7512
- Phone
- (239) 254-2500
- Website
- http://www.pcmvaluefund.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $210.4M
- Discretionary accounts
- 434
- Non-discretionary accounts
- 32
- Total accounts
- 466
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $37.5M |
| Investment companies | 1 | $70.9M |
| Charitable organizations | 9 | $65.2M |
| Other investment advisers | 7 | $23.9M |
| High net worth individuals | 302 | $923.0M |
| Pooled investment vehicles | 7 | $294.7M |
| Pension and profit sharing plans | Fewer than 5 | $6.0M |
| Individuals (other than high net worth individuals) | 130 | $22.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.