Private Capital Management is an investment advisor in Denver with $1.49 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
463167283
SEC advisor number
801-77650
FINRA CRD number
165306
AUM ?
$1.49 bn
(as of 12 Dec 22)
Accounts
2,786
(as of 12 Dec 22)
Employees
26
(14 investment advisory or research)
Address
Private Capital Management
8889 PELICAN BAY BOULEVARD, SUITE 500
NAPLES
FL 34108
8889 PELICAN BAY BOULEVARD, SUITE 500
NAPLES
FL 34108
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
239-254-2500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Independent Bank | Managing Member | 01/2019 | > 75% |
Independent Bank Group, Inc. | Shareholder | 09/2002 | > 75% |
Apt, Justin, Richard | Chief Compliance Officer & Managing Principal & Executive Committee Member | 06/2014 | < 5% |
Laing, Darrell, Eugene | Executive Committee Member | 01/2020 | < 5% |
Schmidt, Collin, James | Executive Committee Member | 01/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
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