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P•••••• P••••••• LTD., CRD 175206
MEQUON, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••• E•••• E••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2019 | Nov 12, 2019 | Mar 29, 2024 |
| D••••••••• M•••••• | PRESIDENT, SECRETARY, TREASURER | Na | yes | 01/2016 | Feb 23, 2015 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $3.1B | $2.5B | 25.8% | $2.0B | 15.0% | 22 | 21 | 0 | 0 |
| CHIEF EXECUTIVE OFFICER |
| E |
| yes |
| 04/2015 |
| Feb 23, 2015 |
| Mar 29, 2024 |
| $3.1B |
| $2.5B |
| 22 |
| 10 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 27, 2023 | $2.5B | $1.9B | 21 | 12 | 0 | n/a | n/a |
| 2021 | Mar 22, 2022 | $2.3B | $1.9B | 20 | 12 | 0 | n/a | n/a |
| 2020 | Mar 24, 2021 | $2.0B | $1.7B | 18 | 11 | 1 | n/a | n/a |
| 2019 | Mar 10, 2020 | $1.8B | $1.7B | 16 | 10 | 1 | n/a | n/a |
| 2018 | Feb 25, 2019 | $1.4B | $1.3B | 13 | 9 | 1 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.4B | $1.3B | 13 | 9 | 1 | n/a | n/a |
| 2016 | Mar 29, 2017 | $1.1B | $1.1B | 13 | 9 | n/a | n/a | n/a |
| 2015 | Feb 18, 2016 | $1.1B | $978M | 11 | 7 | n/a | n/a | n/a |
| MEQUON, WI |
| Team lift out |
| RIA to RIA |
| 20.0% |