P38 ENTERPRISES, INC.

Overview

P38 Enterprises, Inc. is a small corporate RIA focused on discretionary portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family accounts, and it charges fixed fees or hourly fees rather than percentage-based advisory fees. Filings indicate a clear tilt toward public equities as the primary exposure, combined with selective use of third‑party alternative managers to broaden sources of return and income. Investment activity centers on liquid equity markets—exchange‑traded equities form the largest slice of assets—while alternatives such as hedge funds, real estate funds, private credit and energy-related strategies supplement core allocations. The adviser is not identified as an active ESG investor and operates from a single-state setup, managing client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices