Precision Capital Advisors, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 42
- Avg AUM / client
- $64.0M
- Accounts
- 42
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 42 | $2.7B | 100.0% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Special Opportunities Fund Vi, Lp master | Private Equity Fund | Delaware | $318M | 259 |
| Andalusian Partners, L.P. | Private Equity Fund | Delaware | $274M | 0 |
| Pca Opportunities Fund 2022, L.P. | Private Equity Fund | Delaware | $197M | 0 |
| Special Opportunities Fund 2020, L.P. | Private Equity Fund | Delaware | $165M | 236 |
| Special Opportunities Fund V, Lp master | Private Equity Fund | Delaware | $160M | 281 |
| Pca Andalusian Partners, L.P. | Private Equity Fund | Delaware | $138M | 37 |
| Special Opportunities Fund Vii, L.P. master | Private Equity Fund | Delaware | $93.7M | 73 |
| Pca Growth Capital Fund, L.P. master | Venture Capital Fund | Delaware | $89.5M | 139 |
| Pca Global Secondary Fund, L.P. | Private Equity Fund | Delaware | $83.8M | 89 |
| Special Opportunities Fund Iv Private Equity, L.P. | Private Equity Fund | Delaware | $56.8M | 221 |
| Pca Middle Market Secondary Fund, L.P. | Private Equity Fund | Delaware | $55.0M | 79 |
| Pca Growth Capital Fund Ii, Lp | Venture Capital Fund | Delaware | $51.1M | 97 |
| Special Opportunities Fund Real Estate, L.P. master | Real Estate Fund | Delaware | $43.3M | 73 |
| Pca Energy Partners, Lp | Private Equity Fund | Delaware | $34.9M | 75 |
| Special Opportunities Fund Europe, Lp master | Private Equity Fund | Delaware | $34.6M | 65 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kesselman, Todd, Nmn | Managing Member | Mar 2004 (22y) | 25% – 50% | |
| Laversa, Gina, Marie | Managing Member & Trustee Of The 2016 Todd Kesselman Grantor Trust | Mar 2004 (22y) | 50% – 75% | |
| Laversa, Stephen, Anthony | Trustee Of The Gina Laversa 2012 Dynasty Trust | Oct 2012 (14y) | 25% – 50% | |
| Kesselman, Amy, Emanuela | Trustee Of The 2016 Todd Kesselman Grantor Trust | Dec 2016 (10y) | 25% – 50% | |
| Sokolsky, Alexei, Nmn | Chief Financial Officer & Chief Operating Officer | Sep 2018 (8y) | Less than 5% | |
| Thoma Isgur, Shoshana, Lorraine | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The 2016 Todd Kesselman Grantor Trust | Non Managing Member | Dec 2007 | A | 25% – 50% |
| The Gina Laversa 2012 Dynasty Trust | Non Managing Member | Dec 2019 | A | 25% – 50% |
| Jpmtcd Jp Morgan Trust Company Of Delaware | Trustee Of The Gina Laversa 2012 Dynasty Trust | Oct 2012 | A | 25% – 50% |
| Jpmtcd Jp Morgan Trust Company Of Delaware | Trustee Of The Gina Laversa 2012 Dynasty Trust | Oct 2012 | B | GP / trustee / elected manager of The Gina Laversa 2012 Dynasty Trust (indirect) |
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.
Private funds (31, $2.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Special Opportunities Fund Vi, Lp | Private Equity Fund | $318M | $1.0M | 259 |
| Andalusian Partners, L.P. | Private Equity Fund | $274M | $500K | 0 |
| Pca Opportunities Fund 2022, L.P. | Private Equity Fund | $197M | $500K | 0 |
| Special Opportunities Fund 2020, L.P. | Private Equity Fund | $165M | $500K | 236 |
| Special Opportunities Fund V, Lp | Private Equity Fund | $160M | $1.0M | 281 |
| Pca Andalusian Partners, L.P. | Private Equity Fund | $138M | $500K | 37 |
| Special Opportunities Fund Vii, L.P. | Private Equity Fund | $93.7M | $500K | 73 |
| Pca Growth Capital Fund, L.P. | Venture Capital Fund | $89.5M | $500K | 139 |
| Pca Global Secondary Fund, L.P. | Private Equity Fund | $83.8M | $500K | 89 |
| Special Opportunities Fund Iv Private Equity, L.P. | Private Equity Fund | $56.8M | $1.0M | 221 |
| Pca Middle Market Secondary Fund, L.P. | Private Equity Fund | $55.0M | $500K | 79 |
| Pca Growth Capital Fund Ii, Lp | Venture Capital Fund | $51.1M | $1.0M | 97 |
| Special Opportunities Fund Real Estate, L.P. | Real Estate Fund | $43.3M | $500K | 73 |
| Pca Energy Partners, Lp | Private Equity Fund | $34.9M | $1.0M | 75 |
| Special Opportunities Fund Europe, Lp | Private Equity Fund | $34.6M | $610K | 65 |
| Deutsche Banc Alex. Brown Special Opportunities Fund Llc | Private Equity Fund | $28.8M | $1.0M | 252 |
| Special Opportunities Fund Asia, L.P. | Private Equity Fund | $26.6M | $500K | 111 |
| Special Opportunities Fund Asia Iii, Lp | Private Equity Fund | $24.2M | $500K | 56 |
| Special Opportunities Fund Strategic Alternatives, L.P. | Private Equity Fund | $22.6M | $500K | 45 |
| Special Opportunities Fund Iv, L.P. | Private Equity Fund | $21.3M | $1.0M | 169 |
| Andalusian Principal Partners, Lp | Private Equity Fund | $17.5M | $500K | 0 |
| Pca Energy Partners Ii, Lp | Private Equity Fund | $16.5M | $1.0M | 30 |
| Pca Co Investments I, Llc | Private Equity Fund | $15.5M | $500K | 0 |
| Special Opportunities Fund Iv Private Equity (Cayman), L.P. | Private Equity Fund | $11.7M | $1.0M | 35 |
| Pca Opportunities Fund 2023 | Private Equity Fund | $7.8M | $500K | 0 |
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 9.72 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- State Street $74.0M (3% of AUM) Feb 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: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗