Private Capital Asset Management Llc
- Regulatory AUM
- $13.0M
- Discretionary
- $13.0M
- Clients
- 8
- Avg AUM / client
- $1.6M
- Accounts
- 9
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $2.0M | 15.1% |
| High net worth individuals | 2 | $10.1M | 77.6% |
| Charitable organizations | 1 | $918K | 7.07% |
| Corporations and other businesses | 1 | $28.7K | 0.22% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrews, Ashley, Chase | Shareholder | Jan 1997 (30y) | ≈ 25% – 56.25% via Private Management And Consulting Group, Inc | |
| Andrews, Suzanne, Champion | Shareholder | Jan 1997 (30y) | ≈ 25% – 56.25% via Private Management And Consulting Group, Inc | |
| Morse, Sarah, Cummings | Executor | May 2019 (7y) | ≈ 18.75% – 56.25% via Estate Of Robert P. Morse | |
| Matthew Chase Andrews | Co President & Secretary | Nov 2021 (5y) | Less than 5% | |
| Morse, Robert, Bradley | President | Nov 2021 (5y) | Less than 5% | |
| Torregrossa, Ann, Margaret | Vice President Of Operations | Nov 2021 (5y) | Less than 5% | |
| Mclaughlin, Ian, Andrew | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Morse Asset Management, Inc. | Member | Nov 2021 | A | 50% – 75% |
| Private Management And Consulting Group, Inc | Member | Nov 2021 | A | 50% – 75% |
| Estate Of Robert P. Morse | Shareholder | May 2019 | B | ≈ 25% – 56.25% via Morse Asset Management, Inc. |
Estimated effective ownership (look-through of filed bands):
- Andrews, Ashley, Chase: 50% – 75% of Private Management And Consulting Group, Inc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Andrews, Suzanne, Champion: 50% – 75% of Private Management And Consulting Group, Inc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Morse, Sarah, Cummings: 75% – 100% of Estate Of Robert P. Morse × 50% – 75% of Morse Asset Management, Inc. × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Estate Of Robert P. Morse: 50% – 75% of Morse Asset Management, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $13.0M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗