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Private Capital Asset Management LLC

● SEC registered since 2022CRD 317930SEC# 801-123413Darien, CT
Export (members)
Reg. AUM
$13M
Employees
4
Accounts
9
Location
Darien, CT

Private Capital Asset Management LLC assets under management

Private Capital Asset Management LLC operates as an SEC-registered investment adviser based in Darien, CT. The firm has been registered since 2022. It reports $13 million in regulatory assets under management and employs 4 people.

Private Capital Asset Management LLC owners & executives

10 reported
NameTitleOwnershipSince
Ann Margaret Torregrossa ControlVice President Of OperationsUnder 5%2021
Ian Andrew McLaughlin ControlChief Compliance OfficerUnder 5%2022
Matthew Chase Andrews ControlCo-President & SecretaryUnder 5%2021
Morse Asset Management, Inc. ControlMember50-75%2021
Private Management and Consulting Group, Inc ControlMember50-75%2021
Robert Bradley Morse ControlPresidentUnder 5%2021
Ashley Chase Andrews ControlShareholder50-75%1997
Estate of Robert P. MorseShareholder50-75%2019
Sarah Cummings Morse ControlExecutorOver 75%2019
Suzanne Champion Andrews ControlShareholder50-75%1997

Frequently asked questions

How much does Private Capital Asset Management LLC manage?

Private Capital Asset Management LLC reports $13 million in regulatory assets under management on its Form ADV.

How many employees does Private Capital Asset Management LLC have?

Private Capital Asset Management LLC reports 4 employees.

Where is Private Capital Asset Management LLC located?

Private Capital Asset Management LLC is based in Darien, CT and has been SEC-registered since 2022.

Does Private Capital Asset Management LLC disclose fund performance?

Private Capital Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Old Kings Highway South, Suite 200, Darien, CT 06820
Phone203-656-0700
Fax203-655-2909
Office hours9-5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$13M▲ 8%
Mar '25 — $12MApr '25 — $12MMay '25 — $12MJun '25 — $12MJul '25 — $12MAug '25 — $12MSep '25 — $12MOct '25 — $12MNov '25 — $12MDec '25 — $12MJan '26 — $12MFeb '26 — $12MMar '26 — $13MApr '26 — $13MMay '26 — $13MJun '26 — $13MJul '26 — $13M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers

Assets under management

$13Mregulatory AUM
Discretionary $13M