PGP ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$223M
Discretionary
$223M
100% of AUM
Avg account
$223M
Accounts
1
Employees
10
Advisory reps
3

Firm details

Headquarters
KETCHUM, Idaho
CRD number
172611
Registered since
July 28, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PGP Advisors, LLC is a privately organized investment manager that operates as sponsor and general partner for pooled investment vehicles, with a primary focus on private equity and real estate. The firm’s advisory activities center on portfolio management for its own pooled funds rather than direct retail wealth management. Its clients are institutional in nature, and the firm’s compensation mixes a percentage-of-assets model with performance-based fees, reflecting a typical private equity GP alignment. PGP Advisors registered with the SEC in 2017 and is structured as a limited liability company. It does not identify as an ESG-focused investor and is not classified as a multi-state adviser. The firm serves as a managing member and actively sponsors the funds it runs, taking both governance and investment roles in those vehicles.

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

Contacts

3 of 3
  • MARTIN STEVENS

    TrusteeCRD 1985858

  • MARY KANOFF

    CCO & General CounselCRD 6631744

  • MARIE DE FRANK

    TrusteeCRD 6397267

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KETCHUM, ID

BLAINE

Location

KETCHUM, ID

Headquartered in KETCHUM, ID, in the West of the United States.

Region
West
County
BLAINE
Address
131 4 St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth