PC2 Capital

RIASEC Registered
Total AUM
$41.8M
Discretionary
$40.8M
98% of AUM
Avg account
$13.9M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
311208
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies61.09%
  • Pooled Investment Vehicles36.5%
  • HNWI2.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

PC2 Capital is organized as a limited partnership that operates in a hedge-fund capacity and serves both high-net-worth individuals/families and institutional clients. The firm performs portfolio management for pooled investment vehicles and for businesses or institutions, and it also operates in roles typical of commodity trading shops (identified as a CPO/CTA). The firm’s fee arrangements combine a percentage-of-assets model with performance-based fees. Owner structure is a mix of domestic entity and individual ownership. PC2 Capital is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 54%, Private Funds 46%54%
  • Cash & Cash Equivalents54%
  • Private Funds46%

Owners & executives

1 of 1
  • Pasquale Cardone Ii

    Pasquale Cardone Ii

    Founder & CIOCRD 5727183

Contacts

1 of 1
  • Walter Dolhare

    Walter Dolhare

    PartnerCRD 2071314

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth