P4 G Capital Management, LLC (San Francisco)

Name: P4 G Capital Management, LLC
Address: 455 Market Street, San Francisco, CA, 94105 2449
Telephone: (415) 510-2160

P4 G Capital Management, LLC is a large advisory firm based in San Francisco. It manages $128.83 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

P4 G Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

P4 G Capital Management: assets under management

The assets under management (AUM) of P4 G Capital Management, LLC is $128.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $128.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.77 million each.

P4 G Capital Management has custody of $128.83 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay P4 G Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients P4 G Capital Management serves?

The only and largest group of clients of P4 G Capital Management is pooled investment vehicles with 5 clients and $128.83 million of assets under management. Among the 12 most similar advisory firms, P4 G Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $128.83 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

P4 G Capital Management also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at P4 G Capital Management, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in San Francisco

The principal office where P4 G Capital Management, LLC performs its advisory services is located at 455 Market Street, San Francisco, CA 94105 2449, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 510-2160. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at p4gcap.com/ and its LinkedIn profile.