PRECISION CAPITAL ADVISORS, LLC
Latest filing: May 23, 2025 (80 days ago)
AUM
$2,303,822,668
10% change vs. 1 year ago
24% change vs. 3 years ago
68% change vs. 5 years ago
64% change vs. 10 years ago
Employee Count
8
0% change vs. 1 year ago
14% change vs. 3 years ago
14% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
GREENWICH, CT
170 MASON STREET, GREENWICH, CT, UNITED STATES, 06830
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.2 |
| Non-Discretionary | $0.1 |
| Total | $2.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.2 |
| Institutional | $0.1 |
| Total | $2.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET LUXEMBOURG | LUXEMBOURG--LUX | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 100% | $0.1 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PRECISION CAPITAL VI, LP | $0.0 | - | |
| PCA CAPITAL SECURITIES, LLC | $0.0 | broker-dealer | 132654 |
| PRECISION CAPITAL ASIA III, LLC | $0.0 | - | |
| PRECISION CAPITAL REAL ESTATE (CAYMAN), LTD. | $0.0 | - | |
| PRECISION CAPITAL VII GP, L.P. | $0.0 | - | |
| PICO MANAGEMENT COMPANY LTD. | $0.0 | - | |
| PICO PARTNERS II, LLC | $0.0 | - | |
| PRECISION CAPITAL VI (CAYMAN), LTD. | $0.0 | - | |
| PRECISION CAPITAL ENERGY PARTNERS II, LP | $0.0 | - | |
| PRECISION CAPITAL GROWTH CAPITAL II, LP | $0.0 | - | |
| PRECISION CAPITAL EUROPE, LP | $0.0 | - | |
| PRECISION CAPITAL GROWTH CAPITAL, L.P. | $0.0 | - | |
| PICO PARTNERS LLC | $0.0 | - | |
| PRECISION CAPITAL SEVILLE GP, L.P. | $0.0 | - | |
| PRECISION CAPITAL 2020 GP, L.P. | $0.0 | - | |
| PCA GLOBAL SECONDARY FUND GP, L.P. | $0.0 | - | |
| PRECISION CAPITAL V, L.P. | $0.0 | - | |
| PRECISION CAPITAL V (CAYMAN), LTD. | $0.0 | - | |
| PRECISION CAPITAL SECONDARY FUND GP, LP | $0.0 | - | |
| PRECISION CAPITAL ENERGY PARTNERS, L.P. | $0.0 | - | |
| PRECISION CAPITAL REAL ESTATE, L.P. | $0.0 | - | |
| PRECISION CAPITAL EUROPE (CAYMAN), LTD. | $0.0 | - | |
| PRECISION CAPITAL STRATEGIC ALTERNATIVES, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
24 active
| Name | Title |
|---|---|
| LAVERSA, GINA, MARIE | MANAGING MEMBER, PRECISION CAPITAL ADVISORS AND MEMBER OF CERTAIN RELYING ADVISORS, MEMBER OF CERTAIN RELYING ADVISORS, MEMBER OF PICO HOLDINGS MANAGEMENT, LLC, MEMBER OF PICO HOLDINGS MANAGEMENT III, LLC |
| KESSELMAN, TODD, NMN | MANAGING MEMBER, PRECISION CAPITAL ADVISORS AND MEMBER OF CERTAIN RELYING ADVISORS |
| SOKOLSKY, ALEXEI, NMN | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER |
| LAVERSA, STEPHEN, ANTHONY | TRUSTEE OF THE GINA LAVERSA 2012 DYNASTY TRUST, TRUSTEE OF THE GINA LAVERSA 2012 DYNASTY TRUST |
| KATZ, AVRAM, YITZCHAK | TRUSTEE OF THE 2016 TODD KESSELMAN GRANTOR TRUST, TRUSTEE OF THE 2016 TODD KESSELMAN GRANTOR TRUST |
| KESSELMAN, AMY, EMANUELA | TRUSTEE OF THE 2016 TODD KESSELMAN GRANTOR TRUST, TRUSTEE OF THE 2016 TODD KESSELMAN GRANTOR TRUST |
| WURTMAN, ELIE, CHARLES | MEMBER OF PICO HOLDINGS MANAGEMENT, LLC, MEMBER OF PICO HOLDINGS MANAGEMENT III, LLC |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.3 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $2.3 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $2.1 | $0.2 | 10% | 8 | 0 | 0% |
| 2023-04-04 | $2.1 | $0.2 | 11% | 8 | 0 | 0% |
| 2022-04-01 | $1.9 | $0.4 | 24% | 7 | 1 | 14% |
| 2021-04-05 | $1.4 | $0.9 | 67% | 7 | 1 | 14% |
| 2020-04-01 | $1.4 | $0.9 | 68% | 7 | 1 | 14% |
| 2019-04-01 | $1.3 | $1.0 | 76% | 8 | 0 | 0% |
| 2018-04-02 | $1.4 | $0.9 | 65% | 8 | 0 | 0% |
| 2017-04-01 | $1.1 | $1.2 | 109% | 8 | 0 | 0% |
| 2016-04-01 | $1.2 | $1.1 | 88% | 8 | 0 | 0% |
| 2015-04-01 | $1.4 | $0.9 | 64% | 8 | 0 | 0% |
| 2014-04-01 | $1.7 | $0.6 | 35% | 8 | 0 | 0% |
| 2013-04-01 | $1.6 | $0.7 | 40% | 10 | -2 | -20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-11/02/2021, NY-11/02/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV