PL Capital Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$327M
Discretionary
$327M
100% of AUM
Avg account
$46.6M
Accounts
7
Employees
8
Advisory reps
4

Firm details

Headquarters
Naples, Florida
CRD number
162083
Registered since
March 20, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PL Capital Advisors, LLC is an SEC-registered hedge fund adviser that primarily manages pooled investment vehicles for institutional clients. The firm, organized as an LLC and registered in 2014, acts as sponsor, general partner and managing member of its funds rather than functioning as a broad capital allocator or pension consultant. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Matthew Dwyer

    Matthew Dwyer

    Chief Compliance OfficerCRD 4878901

  • Catherine Davis

    Chief Financial OfficerCRD 5694244

Contacts

2 of 2
  • Richard Lashley

    Founder & PrincipalCRD 6035048

  • John Palmer

    Founder & PrincipalCRD 6035042

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
750 11th St S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth