Pl Capital Advisors, Llc (Naples)
Pl Capital Advisors, Llc Is a Large Advisory Firm Based in Naples. It Manages $357.26 Million of Regulatory Assets for 5 Client Accounts. It Has Been...
Pl Capital Advisors, LLC is a large advisory firm based in Naples. It manages $357.26 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida and Illinois.
Pl Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Pl Capital Advisors: assets under management
The assets under management (AUM) of Pl Capital Advisors, LLC is $357.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and $298.69 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $357.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.45 million each.
Pl Capital Advisors has custody of $352.89 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.
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