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PRIVATE CAPITAL ASSET MANAGEMENT LLC

CRD 317930File 801-123413
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.0M
Bottom 25% of cohort (national)
Discretionary AUM
$13.0M
Clients
8
9 accounts
Employees
4
Bottom 25% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Mar 30, 2022
Principal office
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, 06820
Phone
203-656-0700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.0M
Discretionary AUM
$13.0M
Non-discretionary AUM
$0
Discretionary accounts
9
Non-discretionary accounts
0
Total accounts
9
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$29K
Charitable organizationsFewer than 5$918K
High net worth individualsFewer than 5$10.1M
Individuals (other than high net worth individuals)Fewer than 5$2.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.