P&A CAPITAL ADVISORS

RIASEC RegisteredEst. 2000
Total AUM
$126M
Discretionary
$126M
100% of AUM
Avg account
$31.6M
Accounts
4
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
111731
Registered since
December 15, 2000
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.25%
  • Insurance Companies3.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

P&A Capital Advisors is a corporation that has been SEC-registered since 2000 and is privately owned by an individual. The firm is organized and operated as a hedge-fund manager that serves institutional clients. It acts as a CPO/CTA and provides portfolio management for pooled investment vehicles and for businesses or institutional investors. The firm charges both a percentage-of-assets fee and performance-based fees, and it reports no active ESG investing program. It is not registered as a multi-state adviser and does not identify as a pension consultant or related adviser.

Assets & Accounts

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

Asset composition

Asset composition: Private Funds 97%, Cash & Cash Equivalents 3%97%
  • Private Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • DAVID ZUCKERMAN

    Managing Director and Chief Compliance OfficerCRD 2466849

Contacts

3 of 3
  • DAVID ALEXANDER

    PresidentCRD 4371204

  • JACK KETOVER

    DirectorCRD 5754977

  • ANTHONY PEYSER

    Vice PresidentCRD 4371210

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

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
500 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth