# PB Capital

> PB Capital is a state-registered investment advisory firm in Simi Valley, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 319410
- Filed as: PB CAPITAL
- Legal name: Bolger, Patrick
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Simi Valley, CA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319410
- AdvisorCensus page: https://advisorcensus.com/firm/pb-capital-simi-valley-ca-319410

## Quick answers

**How is PB Capital compensated?**
On its Form ADV (Item 5.E, October 2026), PB Capital reports these compensation arrangements: a percentage of assets under its management.

**Where is PB Capital located?**
PB Capital's principal office is in Simi Valley, CA, according to its Form ADV.

**Is PB Capital registered with the SEC or a state?**
PB Capital is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319410.

**How much does PB Capital manage?**
PB Capital reports $33,907,313 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (0% discretionary).

**What types of clients does PB Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (10).

**Does PB Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319410

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,907,313
- Discretionary: $0
- Non-discretionary: $33,907,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $18,762,615 |
| High net worth individuals | 10 | $15,144,698 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PB Capital (CRD 319410): Form ADV filing data as of October 2026.