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Private Capital Advisors, Inc.
Private Capital Advisors, Inc. (PCA) is an SEC-registered independent investment advisor (RIA) headquartered in Darien, Connecticut. The firm provides asset management services primarily to high net worth individuals, as well as select institutions and charities. With approximately 6 employees, PCA operates as part of The Private Companies group and manages nearly $800 million in assets as of March 2024. PCA’s focus is on wealth preservation, growth, and planning tailored to clients’ current needs and future generations. The firm has been operating for multiple years and is known for offering personalized investment advisory and asset management services.
Investment Strategy
Private Capital Advisors, Inc. pursues a client-focused investment strategy that emphasizes individualized portfolio management, asset allocation, and financial planning. The firm’s approach is grounded in strategic, long-term asset management, tailored for high net worth individuals and select institutional clients. PCA utilizes a range of public and private investment vehicles to construct diversified portfolios aligned with client objectives, focusing on wealth preservation, risk-adjusted returns, and intergenerational wealth planning. The firm does not rely on one-size-fits-all strategies but instead customizes investment plans according to each client's specific financial situation, time horizon, and tolerance for risk.
Latest 13F Filing Activity
Private Capital Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $821M. The fund increased holdings in Southern Copper Corp. Del Com, Netflix Inc. Com, Nvidia Corp. among other positions. Private Capital Advisors, Inc. reduced exposure to Lilly Eli & Co. Com, Amphenol Corp. New Class A, Accenture PLC Ireland F Class among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | LILLY ELI & CO COM | 41.15% | $337.8M | 433,322 | $155.29 | $779.53 | -$20.5M |
A AAPL | APPLE INC | 6.88% | $56.5M | 275,286 | $30.41 | $205.17 | -$4.7M |
N NFLX | NETFLIX INC COM | 4.45% | $36.6M | 27,294 | $682.79 | $1339.13 | +$11.3M |
| ALPHABET INC CLASS A | 4.25% | $34.9M | 198,010 | $62.56 | $176.23 | +$4.1M | |
P PANW | PALO ALTO NETWORKS INC | 3.80% | $31.2M | 152,398 | $73.84 | $204.64 | +$5.2M |
Industry Allocation
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