P4G Capital Management, LLC
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Overview
P4G Capital Management, LLC is a financial advisor company based in San Francisco, California. It controls $274.3 million in assets across seven accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). P4G Capital Management, LLC has a small team, including 7 financial advisors. P4G Capital Management, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.
P4G Capital Management, LLC oversees all of its client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions without requiring the client's approval. The company's average account size is $39.2 million. An average advisor at P4G Capital Management, LLC administers around one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is at 150 California Street, 21St Floor, San Francisco, California 94111-4548. P4G Capital Management, LLC is legally permitted to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
P4G Capital Management, LLC by the Numbers
$274.3 million
13
7
$39.2 million
Fee Structure
A financial advisor's fees usually are based on the financial services provided. However, fees charged by P4G Capital Management, LLC most likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
P4G Capital Management, LLC works with pooled investment vehicles. Out of its seven accounts, P4G Capital Management, LLC's biggest client type is pooled investment vehicles. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
P4G Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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