Key facts
- It has raised $4.0M across 2 recorded rounds; the latest was Seed Round ($4.0M) in Jul 2012.
- Notable investors include PPC Enterprises.
- Private Client Resources has filed 3 Form Ds with the SEC since 2010, most recently Sep 2018 ($2.0M sold to 9 investors).
- Status: Privately Held (backing).
Leadership
- KB VenkataramanChief Technology Officer
Investors
1- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Private Client Resources
Funding rounds
2 roundsAbout Private Client Resources
Provider of data aggregation services intended for ultra-high-net-worth (UHNW) families, trust companies, private banks and investment advisors. The company offers data privacy and data management and specializes in providing difficult-to-aggregate asset classes and data sources important to UHNW as well as information from custody banks and brokers, helping clients make informed investment decisions.
- Sector
- Business Products and Services (B2B)
- HQ
- Wilton, CT, United States
- Employees
- 167
- Website
- pcrinsights.com/
- Ownership
- Privately Held (backing)
Private Client Resources doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Private Client Resources shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Private Client Resources in its N-PORT filings yet. We sweep new filings monthly.