Private Capital Management, LLC is a boutique investment and wealth advisory firm based in Naples, Florida, managing separate accounts and pooled investment vehicles. The firm offers two primary value equity strategies focusing on small-cap North American stocks, alongside wealth advisory services operating under the trade name Private Capital Wealth. Private Capital Wealth provides continuous supervision of client portfolios using a mix of active and passive strategies, primarily exchange-traded funds and mutual funds, managed on a discretionary or non-discretionary basis. Private Capital Management employs a fundamental research, value-based investment discipline with a typical three-to-five-year investment horizon, aiming to identify companies trading at a significant discount to their intrinsic value. The firm serves high net worth individuals, families, and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fees are 1% per year for value equity strategies and up to 1.25% per year for wealth advisory accounts. Value Focus offers a tiered option of 0.75% plus performance fees. Fees may be negotiable for significant relationships.