PRIVATE CAPITAL MANAGEMENT LLC

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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

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $134.604 Million
  • Prior Market Value $116.071 Million
  • New Purchases96 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 58.77 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: 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.

[2]: 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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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PRIVATE CAPITAL MANAGEMENT, LLC
210 UNIVERSITY BLVD. STE 400
DENVER CO    80206
Country: United States

Business Phone: 303-370-0055
Fax: 303-370-0066
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
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:
Disclosures:
Data above was derived from SEC filings.

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