P2, LLC

Overview

P2, LLC is a small, privately held investment advisory firm organized as an LLC that provides discretionary portfolio management for individuals and small businesses. The firm’s stated investment preference is equities, with the bulk of client assets held in exchange-traded securities. Its fee model combines a percentage-of-AUM charge with the ability to assess performance-based fees, which suggests the firm may run concentrated or active strategies for certain client relationships rather than purely passive, index-mimicking mandates. P2, LLC is not positioned as a capital allocator to third‑party alternative managers and does not identify as an active ESG investor or a multi‑state advisory platform. Investment activity centers on direct market exposure through exchange‑traded equities and complementary mutual fund positions. Custody and execution flow through Interactive Brokers, indicating a technology-forward trading setup that supports access to U.S. exchanges, ETFs, and individual stock trading at scale appropriate to a boutique adviser.

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Location & Offices