PC
Purpose Capital Management, Llc
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 343181
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ADV data as of Aug 21, 2026
- Regulatory AUM
- $2.0B
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $182M
- Accounts
- 11
- Employees
- 6
AUM over time
$2.0B
$2.0B
Jul 31, 2026
Aug 21, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 11 | $2.0B | 100.0% |
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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Goldman Sachs $1.8B (92% of AUM) Aug 2026
- J.P. Morgan $153M (8% of AUM) Aug 2026
- Citibank $10.1M (1% of AUM) Aug 2026
- UBS $6.2M (0% of AUM) Aug 2026
- Frost Bank $2.0M (0% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Aug 21, 2026.