PT CAPITAL ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $56.9M |
| Discretionary | $56.9M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $28.4M |
| Employees | 6 |
| Peak AUM | $154.7MMar 2022 |
AUM by Client Type
Total AUM
$57M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $57M | 53.0% | 17.6% | 11.8% | |
| Discretionary AUM | $57M | ||||
Key Metrics
| Total AUM | $56.9M |
| Discretionary | $56.9M |
| Employees | 6 |
| Client Accounts | 2 |
Contact & Location
Address
188 W. NORTHERN LIGHTS BLVD.
ANCHORAGE AK 99503-3985
Phone
907-433-6600
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$57M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm