P2 CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$824M
Discretionary
$824M
100% of AUM
Avg account
$165M
Accounts
5
Employees
14
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
159299
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

P2 Capital Partners, LLC is an SEC-registered investment manager formed as an LLC and active since 2012. The firm operates as a multi-strategy manager with activity in hedge funds and private equity and positions itself as both a fund sponsor/GP and a manager/adviser to pooled investment vehicles. Its client base is institutional, and its compensation blends asset-based fees, performance fees, and other fee arrangements. P2 Capital does not identify as an active ESG investor and is not presented 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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JASON CARRI

    Chief Financial OfficerCRD 6027544

  • CLAUS MOLLER

    Owner & CEOCRD 4355278

Wealth teams

FINTRX

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
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth