PL3 CAPITAL LP

RIASEC RegisteredEst. 2024
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$301M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
SUNNY ISLES BEACH, Florida
CRD number
331201
Registered since
June 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pl3 Capital Lp operates as a limited partnership and is primarily focused on portfolio management for pooled investment vehicles. Established in 2024, the firm caters to an institutional client base and employs a fee structure that includes a percentage of assets under management as well as performance-based fees. While the firm does not engage in active ESG investing, it is involved in managing pooled investment vehicles as a sponsor, general partner, and managing member.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • NIKOLA PIKULA

    Chief Compliance Officer And Limited PartnerCRD 5358032

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUNNY ISLES BEACH, FL

MIAMI DADE

Location

SUNNY ISLES BEACH, FL

Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
323 Sunny Isles Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth