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Private Capital Management, LLC 8889 Pelican Bay Blvd. Suite 500 Naples, FL 34108 (800) 7630337 (239) 2542500 www.privatecap.comForm ADV Part 2A March 23, 2018This brochure provides information about

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How to fill out form adv part 2a

01

To fill out form ADV Part 2A, follow these steps:

02

Start by providing the required identification information such as the name of your investment advisory firm

03

Include your firm's contact information including address, phone number, and email

04

Specify the types of advisory services your firm offers

05

Disclose any conflicts of interest that may arise between your firm and its clients

06

List the qualifications and business background of your firm's personnel

07

Provide information on your firm's fee schedule and how fees are calculated

08

Detail your firm's investment strategies and any risks involved

09

Describe any affiliations or relationships your firm has with other financial entities

10

Include information on your firm's disciplinary history if applicable

11

Review and double-check all the information provided for accuracy and completeness before submitting the form

Who needs form adv part 2a?

01

Form ADV Part 2A is required by investment advisory firms.

02

It is necessary for firms that are registered with the Securities and Exchange Commission (SEC) as well as those registered at the state level.

03

Anyone who provides investment advice for compensation must file Form ADV Part 2A.

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What is form ADV Part 2A?

Form ADV Part 2A is a disclosure document that provides information about the investment advisory firm, its services, fees, and disciplinary history.

Who is required to file form ADV Part 2A?

Investment advisory firms registered with the SEC or state securities authorities are required to file Form ADV Part 2A.

How to fill out form ADV Part 2A?

Form ADV Part 2A can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form ADV Part 2A?

The purpose of form ADV Part 2A is to provide clients with important information about the investment advisory firm to help them make informed decisions.

What information must be reported on form ADV Part 2A?

Form ADV Part 2A must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other key aspects of the business.

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