PRIVATE INCOME CAPITAL MANAGEMENT

Adviser information for PRIVATE INCOME CAPITAL MANAGEMENT last updated from Form ADV on January 25th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5 $290.5M
Non-Discretionary 0 $0
Total 5 $290.5M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 5 $290.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-66399
SEC ERA File Number 801-66399
SEC CIK Numbers None
SEC CRD Numbers 117574
Legal Entity Identifier None

Principal Office

3440 W VIEWMONT WAY W
SEATTLE
WA
United States
Monday - Friday, 7-3:30
Tel: 206-224-1654, Fax: 206 257-2961

Chief Compliance Officer

DEAN AMUNDSON
PRESIDENT
3440 W VIEWMONT WAY W
SEATTLE
WA
United States
Tel: 206 224-1654
Fax: 206 257-2961
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
AMUNDSON, DEAN, GREGORY Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 03/1998 > 75%

No. Employees, Historic

1050202020212022202320241 on 2/26/20201 on 6/2/20201 on 8/10/20201 on 8/10/20201 on 8/10/20201 on 1/31/20211 on 2/8/20211 on 2/17/20221 on 1/25/2023

RAUM, Historic

600M300M020202021202220232024553432109 on 2/26/2020553432109 on 6/2/2020553432109 on 8/10/2020553432109 on 8/10/2020553432109 on 8/10/2020485593092 on 1/31/2021485593092 on 2/8/2021404183140 on 2/17/2022290506749 on 1/25/2023

No. Clients, Historic

201002020202120222023202410 on 2/26/202010 on 6/2/202010 on 8/10/202010 on 8/10/202010 on 8/10/202011 on 1/31/202111 on 2/8/20215 on 2/17/20225 on 1/25/2023