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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 22, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DECARLO, JAMES, EDWIN | I | CHIEF STRATEGIC GROWTH OFFICER | NA | Control |
| DECARLO, JAMES, EDWIN | I | CHIEF STRATEGIC GROWTH OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING DIRECTOR | NA | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING DIRECTOR | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, HOWARD, VAUGHN | I | SR. MANAGING DIRECTOR | NA | Control |
| SONTAG, HOWARD, VAUGHN | I | SR. MANAGING DIRECTOR | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CCO | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | D | Control |
| RABBITT, WILLIAM, THOMAS | I | MEMBER | D | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KILLE, BENJAMIN, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGING MEMBER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGER | C | Control |
| RABBITT, WILLIAM, THOMAS | I | MANAGER | C | Control |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A | |
| MYLOD, BRIAN, JOHN | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| NFP CORP. | DE | WEALTHSPIRE HOLDINGS, LLC | E | Control |
| NFP CORP. | DE | WEALTHSPIRE HOLDINGS, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| WEALTHSPIRE HOLDINGS, LLC | DE | WEALTHSPIRE ADVISORS | E | Control |
| WEALTHSPIRE HOLDINGS, LLC | DE | WEALTHSPIRE ADVISORS | E | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 22, 2021 REGISTERED
Notice Filings (23)
AZ CA CO CT DE FL GA IL MA MD ME NC NE NH NJ NY PA RI SC TX VA VT WA
Address
29 SOUTH MAIN STREETSUITE 300
WEST HARTFORD, CT 06107
United States
Phone: 860.561.1162