CRD: 317930
Private Capital Asset Management LLC
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
4 Employees
8 ADV. Clients
4 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
23 OLD Kings Highway South Suite 200 Darien CT
About Private Capital Asset Management LLC
Private Capital Asset Management provides investment management and family office services, pairing portfolio construction with coordinated planning support for complex client needs. With a multi-office presence across the Northeast and South, it highlights deep experience (20+ employees; avg 28 years on the investment team) and custody at Pershing.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
M
MATTHEW CHASE ANDREWS
President, Senior Portfolio Manager
- CRD
- #5232358
- Ownership
- Less than 5%
Available
Available
Available
I
IAN ANDREW MCLAUGHLIN
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,988,420 | $1,443,158 |
| Non-Discretionary | $0 | -- |
| Total | $12,988,420 | $1,443,158 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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