Pl Capital Advisors, LLC
Pl Capital Advisors, LLC is an SEC-registered asset manager in Naples, FL with $326.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Pl Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162083, SEC 801-79328, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $326.5M (2026-05-05)
- Firm type
- Asset Manager
- Location
- Naples, FL
- Employees
- 8
- Clients
- 7
- CRD
- 162083
- Ownership
- PALMER, JOHN, WILLIAM; LASHLEY, RICHARD, J; DWYER, MATTHEW, CHRISTOPHER; DAVIS, CATHERINE, ELIZABETH
How much AUM does Pl Capital Advisors, LLC have?
Pl Capital Advisors, LLC reported $326.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Pl Capital Advisors, LLC?
Disclosed owners and executives of Pl Capital Advisors, LLC include PALMER, JOHN, WILLIAM, LASHLEY, RICHARD, J, DWYER, MATTHEW, CHRISTOPHER, DAVIS, CATHERINE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.