Private Capital Management, LLC (SEC-registered fiduciary Investment Adviser, CRD #169172, SEC File #801-78615) is a premier Naples-headquartered institutional and private wealth management firm founded in 1986 and located in the Pelican Bay financial corridor in Naples, Florida. Led by Chief Executive Officer, Chief Investment Officer, and Lead Portfolio Manager Gregg J. Powers (CRD #1741585) alongside CEO of Wealth Management Jeffrey M. Fortier (CRD #3110593) and Co-Portfolio Manager Erick A. E. Sönne, CFA®, the firm serves high-net-worth retirees, family trusts, and charitable foundations across Naples and Marco Island with fundamental value-oriented portfolio management, tax-aware retirement income distributions, and intergenerational estate preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Private Capital Management, LLC); SEC IAPD Individual Profile (Gregg J. Powers); SEC IAPD Individual Profile (Jeffrey M. Fortier); Private Capital Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-78615; Naples-headquartered fiduciary Registered Investment Adviser operating from 8889 Pelican Bay Blvd N, Suite 500, Naples, FL 34108.
Issuer: Securities and Exchange Commission (SEC)
Notes: Led by CEO, CIO & Lead Portfolio Manager Gregg J. Powers (CRD #1741585) and CEO of Wealth Management Jeffrey Mark Fortier (CRD #3110593), alongside Co-Portfolio Manager Erick A. E. Sönne, CFA®.
Factual details and direct answers about Private Capital Management, LLC's services, licensing, and credentials.
What is the history and SEC registration of Private Capital Management in Naples?
Founded in Naples in 1986, Private Capital Management, LLC is an active SEC-registered Investment Adviser operating under CRD #169172 and SEC File #801-78615 from its headquarters in Pelican Bay.
Who leads the investment and wealth management teams at Private Capital Management?
The firm is led by CEO, CIO, and Lead Portfolio Manager Gregg J. Powers (CRD #1741585) and CEO of Wealth Management Jeffrey M. Fortier (CRD #3110593), supported by Chartered Financial Analyst (CFA®) research and portfolio management professionals.
Where is Private Capital Management located in Naples?
Private Capital Management is located in the Pelican Bay corporate center at 8889 Pelican Bay Boulevard North, Suite 500, Naples, Florida 34108.
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