$41.7M Total AUM
$41.7M Disc. AUM
10.6% 3Y CAGR
2 Employees
19 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
100 Park AVE 16th Floor NEW York NY
About Pricap Advisors LLC
Pricap Advisors LLC is a NEW York-based RIA. The firm has been operating for 17 years. Managing $41.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$20.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Owner & Executives
J
JAMES SAMUEL ELY
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
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E
ELISABETH E ELY
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,657,693 | $1,125,884 |
| Non-Discretionary | $0 | -- |
| Total | $41,657,693 | $1,125,884 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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