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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgeRidge
- Established Date
- 09-30-2013
- Office Locations
- 1
Office Locations
About Private Capital Management
Private Capital Management is a Naples, FL wealth and investment manager serving retail and institutional clients with fundamental, value-oriented equity strategies, including its PCM Value Focus and PCM Value Equity small-cap approaches. The team emphasizes multi-year horizons, tax efficiency and reduced turnover, with a stated focus on long-term capital preservation and growth. Informa/PSN has ranked both strategies Top 10 for 1-year return in the Small Cap Universe.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES (CHAD) DAMERON ATKINS
Chief Compliance Officer, General Counsel, President
- CRD
- #4808551
- Ownership
- Less than 5%
GREGG JOSEPH POWERS
Chief Executive Officer, President
- CRD
- #1741585
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MAX HOWARD DEIFIK
Financial Advisor, General Partner
- CRD
- #5396628
JEFFREY MARK FORTIER
Managing Director of Client Services
- CRD
- #3110593
Beacon peak
Frontier horizon fusion
- CRD
- #77561
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,234,183,454 | $2,843,741 |
| Non-Discretionary | $210,374,751 | $6,574,211 |
| Total | $1,444,558,205 | $3,099,910 |
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Separately Managed Accounts
Total SMA Asset: $1,078,973,165
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,419,272 | 24.4% |
| Cash | $231,289,234 | 9.2% |
| Public Funds | $301,681,609 | 12.0% |
| U.S. Government/Agency | $243,859,301 | 9.7% |
| Other | $447,494,387 | 17.8% |
| Corporate - Investment Grade | $208,663,113 | 8.3% |
| Derivatives | $346,933,851 | 13.8% |
| Municipal Bonds | $120,672,643 | 4.8% |
| Total | $2,514,013,410 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON SIGNAL UNISON | MATRIX BRIDGE | C0ERY91TW | CFNLO | 10.04% | $63,311,962 |
| LEGACY FOUNDATION SIGNAL | UNISON OAK | BJTBC35LD | BYQQ | 11.53% | $101,832,079 |
| VERTEX HARBOR | GLACIER RIDGE | MVBMAGQY6 | ZXWR | 8.87% | $104,540,999 |
| OAK PIONEER PIONEER | GLACIER MOMENTUM | KUCNMRUPL | IPQ | 3.18% | $118,061,492 |
| PATHWAY GLACIER MOMENTUM | FOUNDATION CAPITAL | MO566Y5YL | JRSTX | 8.69% | $116,669,281 |
| FUSION CAPITAL HARBOR | MOMENTUM MOMENTUM | 7IXFJZMQK | SKWQ | 7.34% | $111,566,345 |
| MATRIX SUMMIT | WAVE CATALYST | ONMJXC5R0 | WDYJG | 5.19% | $92,838,672 |
| MERIDIAN QUANTUM PRIME | VECTOR FRONTIER | LQR6GLQHR | SWJ | 2.42% | $89,822,562 |