PRIVATE CAPITAL Overview
Private Capital Advisors Inc. is an investment advisor that manages 457.9 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 594MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 594MM in positions, representing 130% of the manager's regulatory AUM.
PRIVATE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRIVATE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LLY | 16.12% | Health | 12.74% | 1.22% | 0 | 20% | ||
| AAPL | 8.66% | Tech | 6.16% | -0.56% | 0 | 39% | ||
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FEATURED IN
PRIVATE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert L. Andrews | Vp, Secretary, Director & Chief Compliance Officer | January-1997 |
| Vincent S. Andrews | President, Director | January-1997 |
PRIVATE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PRIVATE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along...
Unlock Full Investment Process Description
PRIVATE CAPITAL Portfolio Concentration
PRIVATE CAPITAL Location
150 EAST 52ND STREET
21ST FLOOR, SUITE 21002
NEW YORK, New York
UNITED STATES, 10022
21ST FLOOR, SUITE 21002
NEW YORK, New York
UNITED STATES, 10022
PRIVATE CAPITAL Contact Information
Phone Number: (347) 960-4520
Fax Number: (347) 960-4523
Website: null
Fax Number: (347) 960-4523
Website: null
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Disclaimer
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