Private Capital Management
Private Capital Management (CRD# 169172) is a financial advisory firm headquartered in Naples, FL. They manage $1,135,228,205 in 397 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management1,135MILLION
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Total Number of Accounts397ACCOUNTS
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Average Account Value$2,859,517
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI
Charles (chad) Atkins (CRD# 4808551) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 5 years of experience in the finance industry.
Max Deifik (CRD# 5396628) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 16 years of experience in the finance industry.
Jeffrey Fortier (CRD# 3110593) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 25 years of experience in the finance industry.
Austin Germain (CRD# 7025815) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 5 years of experience in the finance industry.
Gregg Powers (CRD# 1741585) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 29 years of experience in the finance industry.
David Sissman (CRD# 5778366) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 13 years of experience in the finance industry.
Erick Sonne (CRD# 7514975) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has 1 year of experience in the finance industry.
Steven Tarr (CRD# 4008924) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 24 years of experience in the finance industry.