{ "crd_number": 157784, "slug": "precision-capital-advisors-llc-greenwich-ct-157784", "primary_business_name": "PRECISION CAPITAL ADVISORS, LLC", "legal_name": "PRECISION CAPITAL ADVISORS, LLC", "dbas": [], "city": "Greenwich", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-26", "carried_forward": false, "raum_total": 2688246972.0, "raum_discretionary": 2688246972.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 9, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2688246972.0, "count": 42 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "pension_consulting", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "NY" ], "websites": [ "https://linkedin.com/company/precision-capital/about", "https://precisioncapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157784", "city_as_filed": "GREENWICH", "url": "https://advisorcensus.com/firm/precision-capital-advisors-llc-greenwich-ct-157784", "display_name": "Precision Capital Advisors, LLC", "summary": "Precision Capital Advisors, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.", "citation": "AdvisorCensus. Precision Capital Advisors, LLC (CRD 157784): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Pension consulting services" ], "quick_answers": [ { "q": "How is Precision Capital Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Precision Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Precision Capital Advisors, LLC located?", "a": "Precision Capital Advisors, LLC's principal office is in Greenwich, CT, according to its Form ADV." }, { "q": "Is Precision Capital Advisors, LLC registered with the SEC or a state?", "a": "Precision Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157784." }, { "q": "How much does Precision Capital Advisors, LLC manage?", "a": "Precision Capital Advisors, LLC reports $2,688,246,972 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary)." }, { "q": "How have Precision Capital Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Precision Capital Advisors, LLC: Regulatory assets under management: $1,377,587,693 in the October 2021 data and $2,688,246,972 in the October 2026 data, up 95%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Precision Capital Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42)." }, { "q": "Does Precision Capital Advisors, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157784" }, { "q": "What changed in Precision Capital Advisors, LLC's recent Form ADV filings?", "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1377587693.0, "total_employees": 7, "filing_date": "2021-04-14" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1857053685.0, "total_employees": 7, "filing_date": "2022-05-26" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2067570079.0, "total_employees": 8, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2085007082.0, "total_employees": 8, "filing_date": "2024-08-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2303822668.0, "total_employees": 8, "filing_date": "2025-05-23" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2688246972.0, "total_employees": 9, "filing_date": "2026-05-26" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,303,822,668 to $2,688,246,972 (+17%)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/precision-capital-advisors-llc-greenwich-ct-157784.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 42, "fewer_than_5": false, "raum": 2688246972.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157784", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }