Private Capital Management, Inc.

Private Capital Management, Inc. is an SEC Registered Investment Adviser based in California, established by Mr. Ramos in May 2002. The firm manages approximately $200,448,803 in client assets as of December 31, 2022, with a focus on various investment types including mutual funds, stocks, bonds, municipal bonds, foreign securities, and more. They offer discretionary investment advisory services, following a strict discipline in establishing investment strategies tailored to clients' risk and return objectives. The firm charges an annual management fee starting at 1.25% of Portfolio Value, with a minimum quarterly service fee of $3,750. Clients have investment discretion after signing a Limited Power of Attorney, allowing the firm to make buy and sell decisions on their behalf. Private Capital Management, Inc. does not vote client securities or proxies and does not accept custody of client assets, which are held by third-party custodians. The firm's investment strategies include Long Term Purchases, Short Term Purchases, Margin transactions, Option writing, Private Placements, and Hedge Funds. Clients are advised on risks associated with investments, including Credit risk, Economic risk, Foreign exchange risk, and more. The firm's Investment Advisor Affiliates must meet specific education and business standards, including holding relevant certifications such as CFP, CPA, or CFA.