PGP ADVISORS, LLC
Firm details
- Headquarters
- KETCHUM, Idaho
- CRD number
- 172611
- Registered since
- July 28, 2017
- Website
- www.peninsulapacific.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MARTIN STEVENS
TrusteeCRD 1985858
MARY KANOFF
CCO & General CounselCRD 6631744
MARIE DE FRANK
TrusteeCRD 6397267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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