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SEC-registered adviser

P•••••• C•••••• M••••••••• •••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 316277SEC 801-126226websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Jun 28, 2022 · 18 filings
SEC status approved since Jul 28, 2022
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$1.4B as of Mar 30, 2026
Mar 30, 2023$450M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20230 then
Employees (5.A)23 as of Mar 30, 2026
Mar 30, 202311 then
Private funds: no history
RAUM +75% over the last fiscal year+46% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.4BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+75%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.4B, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.4B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.4B for 1 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • K••••••• E•••• J•• · Managing Director, Head Of United States, Business Unitcontrol
        since 07/2021 · owns less than 5%
      • W••• A••••• Y•• C•• · Shareholdercontrol
        since 01/2020 · owns 25% to 50% of P•••••• C•••••• L••••••
      • B••••••• A•••• · Chief Compliance Officer
        since 10/2023 · owns less than 5%
      • S•••• W•••••• · Shareholder
        since 03/2011 · owns 25% to 50% of Pag
      Entity owners
      • P•••••• C••••••••• H••••••• L•••••• · Managing Member
        direct · owns 75% or more
      • P•• · Shareholder
        indirect · owns 75% or more of P•••••• H••••••• L••••••
      • P•••••• C•••••• L•••••• · Shareholder
        indirect · owns 75% or more of P•••••• C••••••••• H••••••• L••••••
      • P•••••• H••••••• L•••••• · Shareholder
        indirect · owns 50% to 75% of P•••••• C•••••• L••••••
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 30, 2026
        RAUM (Item 5.F) moved from $802,507,606 to $1,405,229,439 (+75.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 91% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 17 to 20
        Aug 14, 2025 to Mar 30, 2026
      • Assets in custody · $803M to $1.4B
        Aug 14, 2025 to Mar 30, 2026
      • Employees · 21 to 23
        Aug 14, 2025 to Mar 30, 2026
      • Discretionary RAUM · $803M to $1.4B
        Aug 14, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $803M to $1.4B
        Aug 14, 2025 to Mar 30, 2026
      • RAUM · $803M to $1.4B
        Aug 14, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to May 23, 2025
      • Advisory employees · 12 to 17
        Nov 5, 2024 to Mar 28, 2025
      • Assets in custody · $130M to $803M
        Nov 5, 2024 to Mar 28, 2025
      • Employees · 13 to 21
        Nov 5, 2024 to Mar 28, 2025
      • Other offices · 0 to 1
        Nov 5, 2024 to Mar 28, 2025
      • Discretionary RAUM · $130M to $803M
        Nov 5, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $130M to $803M
        Nov 5, 2024 to Mar 28, 2025
      • RAUM · $130M to $803M
        Nov 5, 2024 to Mar 28, 2025
      • Related broker-dealer · true to false
        Nov 5, 2024 to Mar 28, 2025
      • Assets in custody · unset to 130377885.0
        Mar 28, 2024 to Nov 5, 2024
      • Custody of client assets · false to true
        Mar 28, 2024 to Nov 5, 2024
      • Related adviser · false to true
        Mar 28, 2024 to Nov 5, 2024
      • Related broker-dealer · false to true
        Mar 28, 2024 to Nov 5, 2024
      • Advisory employees · 10 to 12
        Nov 21, 2023 to Mar 28, 2024
      • Employees · 11 to 13
        Nov 21, 2023 to Mar 28, 2024
      • Discretionary RAUM · $450M to $130M
        Nov 21, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $450M to $130M
        Nov 21, 2023 to Mar 28, 2024
      • RAUM · $450M to $130M
        Nov 21, 2023 to Mar 28, 2024
      • Other offices · 1 to 0
        Apr 11, 2023 to Jul 5, 2023
      • Advisory employees · 5 to 10
        Jan 13, 2023 to Mar 30, 2023
      • Employees · 8 to 11
        Jan 13, 2023 to Mar 30, 2023
      • Business name · P•••••• C••••••••• L•• to P•••••• C•••••• M••••••••• •••• L••
        Sep 7, 2022 to Dec 22, 2022
      • Legal name · P•••••• C••••••••• L•• to P•••••• C•••••• M••••••••• •••• L••
        Sep 7, 2022 to Dec 22, 2022
      Signals
      4 dated events
      • P•••••• C•••••• M••••••••• •••• L•• reported RAUM $1.4B, up 75% from $802.5M (2025-08-14 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • P•••••• C•••••• M••••••••• •••• L•• reported RAUM $802.5M, up 516% from $130.4M (2024-11-05 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • P•••••• C•••••• M••••••••• •••• L•• reported RAUM $130.4M, down 71% from $450.0M (2023-11-21 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • P•••••• C••••••••• L•• filed its initial SEC registration (Form ADV)
        Jun 28, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      646-660-0364reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026