PRIVATE CAPITAL GROUP, LLC
CRD #126665 SEC #801-62078 WEST HARTFORD, CT 860.561.1162
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
10
Clients
251
Accounts
2,246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $1B | $1B | $0 | 10 | 6 |
| Nov 2021 | $1.2B | $1.2B | $0 | 10 | 18 |
| Mar 2021 | $1.2B | $1.2B | $0 | 10 | 18 |
| Mar 2021 | $1.2B | $1.2B | $0 | 10 | 18 |
| Nov 2020 | $1.1B | $1.1B | $0 | 14 | 25 |
| Jun 2020 | $1.1B | $1.1B | $0 | 14 | 25 |
| Mar 2020 | $1.1B | $1.1B | $0 | 14 | 25 |
| Oct 2019 | $1.1B | $1.1B | $0 | 10 | 45 |
| Aug 2019 | $1.1B | $1.1B | $0 | 10 | 45 |
| Mar 2019 | $1.1B | $1.1B | $0 | 10 | 45 |
| Jan 2019 | $1B | $1B | $0 | 10 | 40 |
| Apr 2018 | $1B | $1B | $0 | 10 | 40 |
| Mar 2018 | $1B | $1B | $0 | 10 | 40 |
| Oct 2017 | $648.7M | $648.7M | $0 | 10 | 0 |
| Sep 2017 | $648.7M | $648.7M | $0 | 7 | 500 |
| Sep 2017 | $648.7M | $648.7M | $0 | 7 | 500 |
| Mar 2017 | $648.7M | $648.7M | $0 | 7 | 500 |
| Mar 2017 | $648.7M | $648.7M | $0 | 7 | 500 |
| Dec 2016 | $579.5M | $579.5M | $0 | 9 | 500 |
| Mar 2016 | $579.5M | $579.5M | $0 | 9 | 500 |
| Jun 2015 | $560.1M | $559.9M | $130.9K | 9 | 500 |
| Apr 2015 | $560.1M | $559.9M | $130.9K | 9 | 500 |
| Mar 2015 | $612.7M | $612.5M | $130.9K | 9 | 500 |
| Mar 2015 | $612.7M | $612.5M | $130.9K | 9 | 500 |
| Sep 2014 | $489.5M | $475.2M | $14.3M | 9 | 500 |
| Jan 2014 | $489.5M | $475.2M | $14.3M | 9 | 500 |
| Jan 2014 | $489.5M | $475.2M | $14.3M | 7 | 400 |
| Jan 2014 | $376.3M | $365.3M | $11M | 7 | 400 |
| Jul 2013 | $376.3M | $365.3M | $11M | 7 | 400 |
| Mar 2013 | $376.3M | $365.3M | $11M | 7 | 400 |
| Mar 2012 | $300.2M | $290M | $10.2M | 6 | 300 |
| Nov 2011 | $291.2M | $280.4M | $10.8M | 6 | 251 |
| Jul 2011 | $291.2M | $280.4M | $10.8M | 10 | -- |
| Apr 2011 | $291.2M | $280.4M | $10.8M | 10 | -- |
| Mar 2010 | $251.3M | $249.1M | $2.1M | 10 | -- |
| Mar 2009 | $180.4M | $179.3M | $1.1M | 10 | -- |
| Mar 2007 | $104.1M | $104.1M | $0 | 5 | -- |
| Mar 2007 | $104.1M | $104.1M | $0 | 5 | -- |
| Mar 2006 | $59.4M | $59.4M | $0 | 5 | -- |
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients6
DateNov 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients18
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients18
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients18
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients25
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients25
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients25
DateOct 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients45
DateAug 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients45
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients45
DateJan 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients40
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients40
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients40
DateOct 2017
Total AUM$648.7M
Discretionary$648.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$648.7M
Discretionary$648.7M
Non-Disc.$0
Employees7
Clients500
DateSep 2017
Total AUM$648.7M
Discretionary$648.7M
Non-Disc.$0
Employees7
Clients500
DateMar 2017
Total AUM$648.7M
Discretionary$648.7M
Non-Disc.$0
Employees7
Clients500
DateMar 2017
Total AUM$648.7M
Discretionary$648.7M
Non-Disc.$0
Employees7
Clients500
DateDec 2016
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients500
DateJun 2015
Total AUM$560.1M
Discretionary$559.9M
Non-Disc.$130.9K
Employees9
Clients500
DateApr 2015
Total AUM$560.1M
Discretionary$559.9M
Non-Disc.$130.9K
Employees9
Clients500
DateMar 2015
Total AUM$612.7M
Discretionary$612.5M
Non-Disc.$130.9K
Employees9
Clients500
DateMar 2015
Total AUM$612.7M
Discretionary$612.5M
Non-Disc.$130.9K
Employees9
Clients500
DateSep 2014
Total AUM$489.5M
Discretionary$475.2M
Non-Disc.$14.3M
Employees9
Clients500
DateJan 2014
Total AUM$489.5M
Discretionary$475.2M
Non-Disc.$14.3M
Employees9
Clients500
DateJan 2014
Total AUM$489.5M
Discretionary$475.2M
Non-Disc.$14.3M
Employees7
Clients400
DateJan 2014
Total AUM$376.3M
Discretionary$365.3M
Non-Disc.$11M
Employees7
Clients400
DateJul 2013
Total AUM$376.3M
Discretionary$365.3M
Non-Disc.$11M
Employees7
Clients400
DateMar 2013
Total AUM$376.3M
Discretionary$365.3M
Non-Disc.$11M
Employees7
Clients400
DateMar 2012
Total AUM$300.2M
Discretionary$290M
Non-Disc.$10.2M
Employees6
Clients300
DateNov 2011
Total AUM$291.2M
Discretionary$280.4M
Non-Disc.$10.8M
Employees6
Clients251
DateJul 2011
Total AUM$291.2M
Discretionary$280.4M
Non-Disc.$10.8M
Employees10
Clients--
DateApr 2011
Total AUM$291.2M
Discretionary$280.4M
Non-Disc.$10.8M
Employees10
Clients--
DateMar 2010
Total AUM$251.3M
Discretionary$249.1M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2009
Total AUM$180.4M
Discretionary$179.3M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2007
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees5
Clients--