P4G CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$419M
Discretionary
$419M
100% of AUM
Avg account
$46.6M
Accounts
9
Employees
9
Advisory reps
2

Firm details

Headquarters
STATELINE, Nevada
CRD number
300645
Registered since
March 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

P4G Capital Management, LLC is an SEC-registered limited liability company that operates as a private equity manager focused on institutional investors. The firm provides portfolio management for pooled investment vehicles and frequently acts as sponsor, general partner, or managing member of those vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. P4G identifies itself as an active ESG investor. It is not positioned as a capital allocator to diversified external managers; rather, its activities center on running and advising private equity funds. The firm became SEC-registered in 2019.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TRACY HUTT

    CFO & CCOCRD 6041130

Contacts

1 of 1
  • RACHEL LEHMAN

    Founder & Managing PartnerCRD 5419009

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STATELINE, NV

DOUGLAS

Location

STATELINE, NV

Headquartered in STATELINE, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
DOUGLAS
Address
297 Kingsbury Grade
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth