P3 Asset Management

Overview

P3 Asset Management is a limited liability company that operates as an institutional registered investment adviser and positions itself as a capital allocator for institutional clients. The firm is registered with the SEC (2023) and charges fees based on a percentage of assets under management. Its advisory role centers on running portfolio management for pooled investment vehicles and selecting other advisers, indicating a manager-of-managers approach rather than a single-strategy boutique. P3 reports a related-adviser relationship and is not characterized as an active ESG investor, nor as a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives