Pcp Managers, L.P. (San Francisco)

Name: Pcp Managers, L.P.
Address: Four Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-913-3900

Pcp Managers, L.P. is a large advisory firm based in San Francisco. It manages $3.47 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Massachusetts, and Texas.

Pcp Managers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pcp Managers: assets under management

The assets under management (AUM) of Pcp Managers, L.P. is $3.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.44 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pcp Managers, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pcp Managers serves?

The only and largest group of clients of Pcp Managers is pooled investment vehicles with 10 clients and $3.47 billion of assets under management. Among the 7 most similar advisory firms, Pcp Managers has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.47 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Pcp Managers also advises several private funds. Namely, ten private equity funds.

Careers at Pcp Managers, L.P.

The company employs 31 people that are either part- or full-time employees. 74 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Caldwell Kessinger has served as the Chief Investment Officer since 1 Apr 2016. Paulo Marnoto joined the executive team most recently as the Chief Legal Officer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Caldwell Kessinger	Limited partner	1 Oct 2001	50% - 75%	6028863
Brian Philip Golson	Limited partner	1 Feb 2002	Other	5996390
David Jacob Ament	Limited partner	1 Sep 2003	Other	2781401
Gerri Holt Grossmann	Chief financial officer & chief compliance officer	1 May 2008	Other	2825970
Llc Pcp Managers Gp	General partner	1 Dec 2015	Other	99-9999999
L.P. Pcp Managers	Member, pcap company, llc	1 Dec 2015	75% - 100%	99-9999999
Llc Pcp Managers Ii Gp	General partner, pcp managers ii, l.p.	1 Dec 2015	Other	99-9999999
L.P. Pcp Managers Ii	General partner	1 Dec 2015	Other	99-9999999
William Caldwell Kessinger	Chief investment officer	1 Apr 2016	Other	6028863
Andrew Caldwell Dodson	Managing partner	1 Apr 2016	Other	5996376
Paul Marnoto	Chief legal officer	1 Oct 2016	Other	6775696
Paulo Marnoto	Chief legal officer, chief compliance officer	1 Sep 2017	Other	6775696
Jill Aiello	Chief financial officer	1 Sep 2017	Other	6913640

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brian Philip Golson	Member, pcp managers gp, llc	1 Dec 2015	Other	5996390
William Caldwell Kessinger	Member, pcp managers gp, llc	1 Dec 2015	50% - 75%	6028863
David Jacob Ament	Member, pcp managers gp, llc	1 Dec 2015	Other	2781401

Based in San Francisco

The principal office where Pcp Managers, L.P. performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-913-3900 or by fax 415-913-3913. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at parthenoncapitalpartners.com/ and its LinkedIn profile.