P
CRD: 319410
PB Capital
Simi Valley, CA, 93065
8185531626
$33.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2022
- Office Locations
- 1
Office Locations
45 W Easy Street Suite 37 Simi Valley CA
About PB Capital
PB Capital is a Simi Valley-based RIA. The firm has been operating for 4 years. Managing $33.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$33.9M AVG AUM / ADVISOR
$183.3K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vertex Zenith Element Signal element Horizon atlas
Client Personas
Foundation eagle
Investment Themes
Optima prime Catalyst harbor Prime vital
Investment Vehicles
Timber zenith Vital radial
Services
Crest frontier Bridge Fusion crest Ridge unison Horizon beacon
Owner & Executives
P
Patrick Thomas Bolger Jr.
Chief Compliance Officer, Owner
- CRD
- #3075602
- Ownership
- 75% or more
(493) 765-6388
wave.meridian@atlascapital.com
in linkedin.com/in/vital-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,907,313 | $144,678 |
| Total | $33,907,313 | $144,678 |
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Separately Managed Accounts
Total SMA Asset: $33,907,313
U.S. Government/Agency:
16.6% Equity - Exchange:
11.0% Cash:
20.5% Public Funds:
12.9% Derivatives:
16.5% Equity - OTC:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,216,605,389 | 16.6% |
| Equity - Exchange | $806,184,294 | 11.0% |
| Cash | $1,502,434,366 | 20.5% |
| Public Funds | $945,434,309 | 12.9% |
| Derivatives | $1,209,276,441 | 16.5% |
| Equity - OTC | $1,649,013,330 | 22.5% |
| Total | $7,328,948,129 | 100.0% |