9AT: PNC CAPITAL ADVISORS LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 09/29/2009
ADV Location	BALTIMORE, MD, United States
Contact Info	(21 xxxxxxx
Websites

AUM^*	50,879,088,797 20%
of that, discretionary	50,879,088,797 20%
Number of Employees	258 -2%
of those in investment advisory functions	22 -4%
Private Fund GAV^*	0
Avg Account Size	81,537,001 10%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP	Filing Date12/17/2025	Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP	Filing Date10/28/2024	Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP	Filing Date08/24/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WILMINGTON TRUST INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM17.8b	#Funds-
Adviser OBSIDIAN CIO LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser INNOVATIVE PORTFOLIOS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM784.6m	#Funds-
Adviser MAINSTREET ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.9b	#Funds-
Adviser SEI INVESTMENTS MANAGEMENT CORP	Hedge Fund472.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.8b	Total Private Fund GAV13.2b	AUM216.4b	#Funds17
Adviser WESPAC ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser STANCORP INVESTMENT ADVISERS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM34.5b	#Funds-
Adviser BNY MELLON ETF INVESTMENT ADVISER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.1b	#Funds-
Adviser BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund58.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV58.7m	AUM81.7m	#Funds1
Adviser BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM22.4m	#Funds-

Brochure Summary

Overview

The Company PNC Capital Advisors, LLC (“PCA” or the “Firm”) is a wholly-owned direct subsidiary of PNC Bank, N.A. (“PNC Bank”). PNC Bank is a wholly-owned subsidiary of The PNC Financial Services Group, Inc. (“PNCFSG”), a publicly traded financial services firm. PCA was established from a predecessor firm in 2007 and has been offering investment advice for institutional accounts, including serving as sub-adviser to certain clients of PNC Bank. Investment Services PCA provides taxable fixed income discretionary investment advisory services to institutional clients through separately managed accounts. PCA may also serve as sub- adviser to affiliates or third parties. Investment Strategies PCA offers the following strategies:
• Enhanced Cash
• Short Term Income
• Ultra Short
• Short Duration 1-3 Year
• Short Duration 1-5 Year
• Intermediate Aggregate
• Intermediate Government/Credit
• Core
• Core Plus
• High Yield
• Insurance
• Liability

Hedging Additional information about these strategies can be found in Item 8, below. PCA also provides custom fixed income management capabilities, based upon client specific investment policies, permissible investments, and other portfolio management parameters. Since they are often customized to address specific client needs, investment policies can vary among institutional accounts within the same strategy or with the same investment objective. Non-Discretionary Advisory Services While the primary business of PCA is providing continuous, discretionary advisory services to non-retail clients, PCA may also provide non-discretionary advisory services to clients, including affiliates. In such cases PCA provides services which may include investment research and recommendations regarding the purchase and sale of individual securities or overall portfolio construction. Assets Under Management As of December 31, 2023, PCA had approximately $37.7 billion in regulatory assets under management, all of which is discretionary.

PNC CAPITAL ADVISORS LLC

PNC CAPITAL ADVISORS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

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PNC CAPITAL ADVISORS LLC PNC CAPITAL ADVISORS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

PNC CAPITAL ADVISORS LLC

PNC CAPITAL ADVISORS LLC