PGP CAPITAL ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
128797
Registered since
February 25, 2004

Firm profile

FINTRX

Overview

PGP Capital Advisors, LLC is organized as a limited liability company and is recorded as an investment bank that has been SEC-registered since 2004. The firm is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor or a pension consultant. Ownership is listed as a combination of a domestic entity and an individual. The available records do not describe advisory strategies, fee schedules, or client segments in detail. The firm's classification and the absence of allocator status suggest its activities may be focused on investment-banking functions rather than traditional discretionary wealth management.

Assets & Accounts

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

Owners & executives

1 of 1
  • CRAIG VAUGHAN

    Chief Executive OfficerCRD 4233515

Contacts

3 of 7
  • Elliot Han

    PartnerCRD 6543354

  • DAVID KNOWLES

    Senior AdvisorCRD 1162773

  • STEWART KIM

    Managing PartnerCRD 1715034

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10866 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth