PL CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$327M
Discretionary
$327M
100% of AUM
Avg account
$46.6M
Accounts
7
Employees
8
Advisory reps
4

Firm details

Headquarters
NAPLES, Florida
CRD number
162083
Registered since
March 20, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PL Capital Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating as a hedge fund manager since 2014. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles. Its compensation combines a percentage-of-AUM fee with performance-based fees. PL Capital Advisors is not characterized as a capital allocator and does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

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

2 of 2
  • MATTHEW DWYER

    Chief Compliance OfficerCRD 4878901

  • CATHERINE DAVIS

    Chief Financial OfficerCRD 5694244

Contacts

2 of 2
  • RICHARD LASHLEY

    Founder & PrincipalCRD 6035048

  • JOHN PALMER

    Founder & PrincipalCRD 6035042

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
750 11th St S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth