Independent Fiduciary Advice for Private Funds

We provide objective, fiduciary advisory and consulting services to accredited investors focused exclusively on private funds and alternative investments. Our role is simple: help clients understand, evaluate, and monitor complex private investments—without selling products, earning commissions, or taking discretion over client assets.

The Reality

Private market investments are complex, illiquid, and difficult to evaluate. We serve as an independent advisor, helping accredited investors navigate private funds, Delaware Statutory Trusts (DSTs), private and non-traded REITs, and Opportunity Zone investments with clarity, discipline, and transparency.

What Makes Us Different

Fiduciary First
We act solely in our clients’ best interests. We do not sponsor funds, sell securities, or receive transaction-based compensation.

Independent & Objective
Our advice is not tied to any product, sponsor, or outcome. Clients retain full control over all investment decisions.

Private Markets Focused
Our advisory services are dedicated exclusively to private funds and alternative investments—where complexity, risk, and lack of transparency demand experienced, independent guidance.

Clear, Plain-English Advice
We translate complex offering documents, structures, and risks into practical insights clients can actually use.

What We Do

We provide non-discretionary advisory and consulting services that may include:

  • Independent review of private fund and alternative investment offerings
  • Structural, liquidity, and risk analysis
  • Ongoing consultation and monitoring support
  • Education and guidance tailored to accredited investors

All services are provided pursuant to written advisory agreements.

What We Do Not Do

  • We do not sell securities
  • We do not sponsor or manage funds
  • We do not receive commissions or performance-based compensation
  • We do not guarantee investment results

Who We Serve

We work exclusively with accredited investors within the United States who seek independent fiduciary advice on private funds and alternative investments. For more information or assistance, contact Al DiNicola, Private Fund Advisor.

Nothing on this website should be construed as an offer to sell or a solicitation of an offer to buy any security. Advisory services are provided pursuant to written agreements and applicable regulatory requirements.

Fiduciary Capital Management LLC


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The information provided by the Fiduciary Capital Management LLC, (“FCM” or “Fiduciary CM”) website is for educational and informational purposes only and is not intended as tax, legal, or investment advice. You should consult with a qualified legal or tax professional regarding your individual circumstances. The opinions expressed are those of the author and are subject to change without notice. This material should not be considered a solicitation for the purchase or sale of any security. We take protecting your personal information and privacy seriously. In accordance with the California Consumer Privacy Act (CCPA), California residents may exercistheir privacy rights by visiting this link. Advisory services are offered through Fiduciary Capital Management,LLC (“FCM”) a registered investment adviser. Insurance products are offered through independent insurance agencies, not affialted with FCM. Copyright © Fiduciary Capital Management LLC 2026. All rights reserved.