SourcingSourcing

PRIVATE CAPITAL ASSET MANAGEMENT LLC

C50
CRD 317930·SEC 801-123413·DARIEN, CT
AUM
$13.0M
<$25M
Est. Revenue
$130K
@ 1% on AUM
Est. EBITDA
$39K
@ 30% margin
Est. Deal Value
$312K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD
317930
SEC file #
801-123413
EIN
—
DBA names
—

Economics

AUM
$13.0M
AUM band
<$25M
AUM trajectory
'25'26
$12.0M → $13.0M▲ +8%
Client mix
Individuals Other4
Individuals High Net Worth2
Charitable Organizations1
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 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
privatecapitalassetmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORSE ASSET MANAGEMENT, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MORSE ASSET MANAGEMENT, INC.
PRIVATE MANAGEMENT AND CONSULTING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PRIVATECAPITALASSETMGMT.COM
Rdap Domain Creation Date
2016-09-15T14:36:25Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-15T14:36:25Z
Rdap Domain Last Changed
2026-01-25T12:32:10Z
Rdap Nameservers
Dns1.p07.nsone.netDns2.p07.nsone.netDns3.p07.nsone.netDns4.p07.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
285650
Trust Company Affiliate
No

People (5)

5
MORSE ASSET MANAGEMENT, INC.
Direct Owner · 62.5%
285650
MATTHEW CHASE ANDREWS
Executive Officer · 2.5%
5232358
MCLAUGHLIN, IAN, ANDREW
Executive Officer · 2.5%
4863096
MORSE, ROBERT, BRADLEY
Executive Officer · 2.5%
4819277
TORREGROSSA, ANN, MARGARET
Executive Officer · 2.5%
7010436