P2 Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$824M
Discretionary
$824M
100% of AUM
Avg account
$165M
Accounts
5
Employees
14
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
159299
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

P2 Capital Partners, LLC is a SEC-registered investment manager formed in 2012 that operates as a hybrid hedge fund and private equity manager. The firm serves institutional clients and focuses on managing pooled investment vehicles—acting as portfolio manager and, in some cases, sponsor or general partner/ managing member of those vehicles. Its compensation arrangements include asset-based fees plus performance-linked fees and other fee components. P2 does not describe itself as an active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jason Carri

    Jason Carri

    Chief Financial OfficerCRD 6027544

  • Claus Moller

    Owner & CEOCRD 4355278

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth