Pl Capital Advisors, LLC
● SEC registered since 2014CRD 162083SEC# 801-79328Naples, FL
Ranks #4,485 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$326.5M
Fund GAV
$326.5M
Private funds
7
Employees
8
Accounts
7
Location
Naples, FL
Pl Capital Advisors, LLC assets under management
Pl Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2014. It reports $326.5 million in regulatory assets under management and employs 8 people. Pl Capital Advisors, LLC manages 7 private funds with combined gross assets of $326.5 million, including Financial Edge Fund, L.P. By regulatory assets, it ranks 4,485 of 6,004 private fund managers.
Pl Capital Advisors, LLC private funds
7 funds · $326.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Financial Edge Fund, L.P. | Hedge | $141.8M | $250K |
| Goodbody/Pl Capital, L.P. | Hedge | $72.6M | $250K |
| Financial Edge Strategic Fund, L.P. | Hedge | $67.5M | $250K |
See all 7 funds — unlock the full record.
Join to unlock · $37/moPl Capital Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Elizabeth Davis | Chief Financial Officer | Under 5% | 2016 |
| John William Palmer Control | Co-Managing Member | 50-75% | 1996 |
| Matthew Christopher Dwyer | Chief Compliance Officer | Under 5% | 2014 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pl Capital Advisors, LLC manage?
Pl Capital Advisors, LLC reports $326.5 million in regulatory assets under management on its Form ADV.
How many private funds does Pl Capital Advisors, LLC manage?
Pl Capital Advisors, LLC manages 7 private funds with combined gross assets of $326.5 million.
How many employees does Pl Capital Advisors, LLC have?
Pl Capital Advisors, LLC reports 8 employees.
Where is Pl Capital Advisors, LLC located?
Pl Capital Advisors, LLC is based in Naples, FL and has been SEC-registered since 2014.
Does Pl Capital Advisors, LLC disclose fund performance?
Pl Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 Eleventh Street South, Suite 202, Naples, FL 34102 |
| Phone | 239-777-0187 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1569147 |
| Discloses disciplinary history | No |
Regulatory AUM
$326.5M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$326.5Mregulatory AUM
Discretionary $326.5M