Adviser Profile
| As of Date | 04/26/2021 |
| Registration status | Registration Changed to PRIVATE CAPITAL STRATEGIES, LLC |
| ADV Location | DARIEN, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 6,121,365 |
| of that, discretionary | 6,121,365 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,121,365 12% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
- Related adviser
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
16M
14M
12M
9M
7M
5M
2M
2015
2016
2017
2018
2019
2020
2021