AUMdb
PC

Private Capital Strategies, Llc

SEC-registered Investment Adviser CRD 163569 · SEC file 802-122998 · Darien, CT
☆ Save with Pro ADV data as of Apr 10, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$4.4M $22.4M
Dec 2011 Dec 2020

Annual snapshots from Form ADV filings · as of Apr 10, 2026

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.2M combined gross assets

FundTypeDomicileGross assetsOwners
Bayberry West Partners, L.P. Hedge Fund Delaware $5.2M 7

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Andrews, Ashley, Chase Shareholder Jan 1997 (30y) ≈ 14.06% – 50% via Private Management And Consulting Group, Inc.
Andrews, Suzanne, Champion Shareholder Jan 1997 (30y) ≈ 14.06% – 50% via Private Management And Consulting Group, Inc.
Matthew Chase Andrews Managing Member Jun 2016 (10y) Less than 5%
Scambia, Ellen, Marie Chief Compliance Officer Mar 2020 (6y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Private Capital Advisors, Inc. Managing Member Jan 2003 A 75% or more
Private Management And Consulting Group, Inc. Holding Company Mar 2003 B ≈ 56.25% – 100% via Private Capital Advisors, Inc.

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Andrews, Ashley, Chase: 25% – 50% of Private Management And Consulting Group, Inc. × 75% – 100% of Private Capital Advisors, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
  • Andrews, Suzanne, Champion: 25% – 50% of Private Management And Consulting Group, Inc. × 75% – 100% of Private Capital Advisors, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
  • Private Management And Consulting Group, Inc.: 75% – 100% of Private Capital Advisors, Inc. × 75% – 100% direct ≈ 56.25% – 100% 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.

Private funds (1, $5.2M gross assets)

FundTypeGross assetsMin. investmentOwners
Bayberry West Partners, L.P. Hedge Fund $5.2M $50.0K 7

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/10/2026 740 KB 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

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.

View current Form ADV (SEC/IAPD) ↗