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- Custodian
- JP Morgan ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2003
- Office Locations
- 2
Office Locations
About Private Capital Advisors, Inc.
Private Capital Advisors is a Connecticut-based RIA with a New York presence providing investment management and family office services for entrepreneurs and high-net-worth families. Portfolios emphasize strategic asset allocation with heavy ETF implementation alongside public equity and select alternatives (real estate, hedge funds, venture capital, infrastructure). Uses Black Diamond; custody via Pershing and J.P. Morgan.
Team overview
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Asset Classes
Client Personas
Investment Themes
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Owner & Executives
MATTHEW CHASE ANDREWS
Advisor, Chief Compliance Officer, Co-President, EXECUTIVE VICE PRESIDENT, President, Secretary
- CRD
- #5232358
- Ownership
- Less than 5%
ROBERT LOUIS ANDREWS
MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Delta north
Ridge unison
- CRD
- #29669
- Ownership
- 22.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,281,783,601 | $4,747,347 |
| Non-Discretionary | $0 | -- |
| Total | $1,281,783,601 | $4,747,347 |
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Separately Managed Accounts
Total SMA Asset: $1,281,783,601
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,830,195,038 | 34.6% |
| Other | $1,253,630,705 | 23.7% |
| Cash | $1,756,140,904 | 33.2% |
| Private Funds | $449,614,388 | 8.5% |
| Total | $5,289,581,035 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT LEGACY | UNISON INSIGHT | TJZ13Z589 | JQOTV | 3.71% | $76,015,690 |
| PEAK FOUNDATION | TIMBER PEAK | SE7AK2JER | WWJ | 4.72% | $92,990,830 |
| FRONTIER FOCUS | INSIGHT MATRIX | KE7VVQP71 | UOPC | 6.45% | $53,496,898 |
| ATLAS MERIDIAN | MATRIX VERTEX | ETK8AQMTG | EUIR | 2.91% | $95,509,645 |
| EMBER TIMBER CATALYST | VITAL CAPITAL | A9OUCYTOE | CLS | 6.81% | $57,780,093 |
| CAPITAL HARBOR | QUANTUM HARBOR | RNCM119DE | NSVG | 11.49% | $101,700,975 |
| VITAL FOUNDATION LEGACY | BRIDGE FOCUS | KSFZBR4VG | HKC | 12.03% | $105,177,566 |
| EAGLE ZENITH PIONEER | CAPITAL INSIGHT | 0KLK7ZSDD | LCK | 5.45% | $24,801,493 |