PRIVATE CAPITAL MANAGEMENT, INC.
  • PRIVATE CAPITAL MANAGEMENT, INC.
  • PRIVATE CAPITAL MANAGEMENT INC
  • RAMOS FINANCIAL CORPORATION

Adviser Profile

As of Date 10/27/2023
Registration status Terminated
ADV Location LARKSPUR, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 200,448,803 -8%
of that, discretionary 187,625,822 -6%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 640,412 -12%
% High Net Worth 87.04% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

199M 170M 142M 114M 85M 57M 28M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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