P3 ASSET MANAGEMENT

RIASEC RegisteredEst. 2023

Total AUM

$40.3M

Discretionary

$40.3M

100% of AUM

Avg account

$5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GIG HARBOR, Washington
CRD number: 327327
Registered since: July 27, 2023
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

P3 Asset Management is a limited liability company and an SEC-registered adviser (registered in 2023) that positions itself as a capital allocator for institutional clients. The firm charges fees as a percentage of assets under management and operates with a discretionary mandate across its assets. Its advisory remit focuses on portfolio management for pooled investment vehicles and on selecting other advisers, indicating reliance on third-party managers or sub-advisers to implement strategies. P3 is identified as a related adviser and does not report being an active ESG investor. It is not registered as a multistate adviser and does not list pension consulting among its services.