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Private Capital Advisors, Inc.

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Client assets under management

$1,224,946,756

Clients

256

30% high-net worth

Advisors

2

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

128

Very High

Average account size

$4,784,948

About

Private Capital Advisors, Inc. provides discretionary portfolio management to high‑net‑worth individuals, family offices and institutional clients through separately managed accounts and affiliated private funds, focused on liquid investment strategies. The firm’s Form ADV reports $1.281 billion in discretionary assets under management and lists institutions, trusts and high‑net‑worth individuals among its client types.

PCA describes an investment process built on proprietary fundamental research supplemented by technical and cyclical analysis and implements long‑term, short‑term and trading strategies as appropriate to client objectives. The firm uses options and other derivatives and may transact on margin in separately managed accounts, tailors mandates to client constraints, and notes that some client relationships include negotiated performance‑based fees.

Compared with many team advisers, PCA serves as an affiliated managing member of Private Capital Strategies, LLC and participates in sponsoring and managing a private fund (Bayberry West, L.P.), sharing in both management and performance fees, and its reported AUM implies relatively high assets managed per advisor. The Form ADV discloses policies to address conflicts from these multi‑entity and side‑by‑side arrangements, and the brochure emphasizes investment management services rather than standalone comprehensive financial planning.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $3,000,000: 1.25% $3,000,001 - $23,000,000: 1.00% $23,000,001+: 0.75%

Performance-based

Negotiated percentage of realized and unrealized investment returns over any agreed hurdle rate

Other

Account minimum: $1,000,000 Fee-only: Equity portfolios: tiered percentage of AUM from 0.75% to 1.25%; Bond portfolios: fixed 0.35% of assets under management regardless of amount

Main office location

Private Capital Advisors, Inc.

23 Old Kings Highway South, Suite 200

Darien CT 06820, United States

Number of offices

2

Most active in

California · Connecticut · Florida · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Vincent A

Series 63, Series 65

New York, NY

Private Capital Advisors, Inc.

Vincent Andrews is a financial advisor with Private Capital Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been associated with Private Capital Advisors, Inc. since 1997 and is also the general partner of Andex Energy Corp. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental research and technical analysis to implement a variety of investment strategies tailored to client objectives, managing over $1 billion in discretionary assets as of December 31, 2024.

Options & derivatives strategies Active portfolio management
user avatar

Matthew A

Series 63, Series 65

Darien, CT

Private Capital Advisors, Inc.

Matthew Andrews is a financial advisor with Private Capital Advisors, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at Concept Capital Markets, LLC since 2012 and has been with Private Capital Advisors since 2009. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients through separately managed accounts, also acting as a sub-adviser to sponsor advisers. The firm combines proprietary fundamental research with technical and cyclical analysis to implement a range of strategies tailored to client objectives.

Options & derivatives strategies Active portfolio management
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