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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 Oct 1, 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.private-cap.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 415 | 461 | increased by46 |
| Apr 1, 2026 | AUM | $1,346,803,883 | $1,444,558,205 | increased by$97,754,322 |
| Apr 1, 2026 | Accounts | 420 | 466 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 21 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 279 | 415 | increased by136 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $956,046,586 | $1,346,803,883 | increased by$390,757,297 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 286 | 420 | increased by134 |
| Apr 1, 2022 | Clients | 260 | 279 | increased by19 |
| Apr 1, 2022 | AUM | $729,063,388 | $956,046,586 | increased by$226,983,198 |
| Apr 1, 2022 | Accounts | 270 | 286 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIVATE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIVATE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.