Private Capital Management is based out of Denver. Private Capital Management is a large advisory firm with 816 clients and discretionary assets under management (AUM) of $1,001,371,294 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $134,604,000 in managed 13F securities and a top 10 holdings concentration of 58.77%. Private Capital Management's largest holding is Vanguard S&P 500 ETF with shares held of 64,382. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||19|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Fixed fees|
|Amount of client funds and securities:||345,949,000|
|Total Number of Clients:||816|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|