{"url":"https://nivawealth.com/firms/private-capital-management-169172","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169172","regulatoryAum":1444558205,"crd":"169172","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4808551","suffix":null,"lastName":"ATKINS","firstName":"CHARLES 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They include 302 high-net-worth individuals, 130 individual clients and 9 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Private Capital Management offer?","answer":"Private Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Private Capital Management use?","answer":"Private Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $699M and Charles Schwab & Co., Inc. (Westlake, TX), with $121M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Capital Management have?","answer":"Private Capital Management has 9 investment adviser representatives registered with state securities authorities, out of 21 employees, and 7 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Capital Management invest in?","answer":"At the end of its last fiscal year, Private Capital Management’s separately managed accounts held 74% exchange-traded equities, 10% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds, 2% other, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives. The 2% other category is described as: Client Held Reits and Client Wealth Management Assets Advised on A Non-Discretionary Basis (Held Outside of PCM). It advises 7 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Private Capital Management?","answer":"Private Capital Management is owned through a holding company by Joelle Investments, LLC. Its direct owners are Private Capital Management Holdings, LP (75% or more), Private Capital Management (75% or more) and Gregg Powers (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Private Capital Management get paid?","answer":"Private Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Private Capital Management registered with the SEC?","answer":"Yes, Private Capital Management has been registered with the SEC as an investment adviser since 30 September 2013. Its CRD number is 169172 and its SEC file number is 801-78615.","source":"Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Private Capital Management?","answer":"Private Capital Management’s main office is at 8889 Pelican Bay BLVD., Suite 500, Naples, FL 34108-7512. Its phone number is 239-254-2500. 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