SourcingSourcing

PRIVATE CAPITAL ADVISORS, INC.

C34
CRD 125771·SEC 801-61877·DARIEN, CT
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIVATE CAPITAL ADVISORS, INC.
CRD
125771
SEC file #
801-61877
EIN
133620159
DBA names
—

Economics

AUM
$1.28B
AUM band
$1B+
AUM trajectory
'20'26
$422.0M → $1.28B▲ +204%
Client mix
Individuals Other180
Individuals High Net Worth76
Corporations9
Charitable Organizations4
Pension Profit Sharing Plans1

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DARIEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
privatecapitaladv.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRIVATE MANAGEMENT AND CONSULTING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PRIVATE MANAGEMENT AND CONSULTING
ANDREWS, MATTHEW, CHASE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PRIVATECAPITALADV.COM
Rdap Domain Creation Date
2003-09-22T19:13:29Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000878083
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2009-02-26
Edgar Last Filing Date
2024-01-23
Edgar Form D Count
15
Edgar Form D Offerings
2024-01-232024-01-23 · 0000878083-24-000001
2023-01-132023-01-13 · 0000878083-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing4
E*trade4
Jpmorgan2
State Street1
Edgar Addresses
Mailing
23 OLD KINGS HIGHWAY SOUTH - STE 200DARIEN, CT 06820
Business
23 OLD KINGS HIGHWAY SOUTH - STE 200DARIEN, CT 06820
Edgar EIN
133620159
Edgar Recent Filings
D/A2024-01-23 · 0000878083-24-000001
D/A2023-01-13 · 0000878083-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-22T19:13:29Z
Rdap Domain Last Changed
2026-04-29T05:17:51Z
Rdap Nameservers
Dns1.sherweb.comDns2.sherweb.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
ANDREWS, VINCENT, STEPHEN
IAR · Executive Officer · 2.5%
2029409
MATTHEW CHASE ANDREWS
Executive Officer · 2.5%
5232358
ANDREWS, ROBERT, LOUIS
Executive Officer · 2.5%
1251180
TORREGROSSA, ANN, MARGARET
Executive Officer · 2.5%
7010436
ELLEN MARIE SCAMBIA
Executive Officer · 2.5%
1320993