Jeffrey Mark Fortier
Investment adviser representative at Private Capital Management
26 yearsExperience
2 statesRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Private Capital Management, L.P.Oct 2000 to now
- Carnes Capital CorporationOct 2000 to now
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Private Capital Management
Legal name: Private Capital Management, LLC
$1.4BAssets managed
461Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3110593
- Firm CRD
- 169172