PC
Purpose Capital Management, Llc
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 343181
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $2.0B
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $182M
- Accounts
- 11
- Employees
- 6
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) Jul 2026
- J.P. Morgan $153M (8% of AUM) Jul 2026
- Citibank $10.1M (1% of AUM) Jul 2026
- UBS $6.2M (0% of AUM) Jul 2026
- Frost Bank $2.0M (0% of AUM) Jul 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: Jul 31, 2026.