PL3 Capital LP

RIASEC RegisteredEst. 2024
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$301M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
Sunny Isles Beach, Florida
CRD number
331201
Registered since
June 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PL3 Capital LP is a limited partnership that operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles on behalf of institutional clients and acts in sponsor and general partner capacities for those vehicles. Its fee model combines an asset-based management fee with performance-linked compensation, which is consistent with a private-fund operating model. PL3 Capital LP is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is organized under domestic ownership structures (both entity and individual owners). The firm registered with the SEC in 2024 and is not designated as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • Nikola Pikula

    Chief Compliance Officer And Limited PartnerCRD 5358032

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

Sunny Isles Beach, FL

Miami Dade

Location

Sunny Isles Beach, FL

Headquartered in Sunny Isles Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
323 Sunny Isles Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth