P4G CAPITAL MANAGEMENT, LLC
Adviser information for P4G CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $397.7M |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $397.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $397.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114926 |
|---|---|
| SEC ERA File Number | 801-114926 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300645 |
| Legal Entity Identifier | None |
Principal Office
150 CALIFORNIA STREET, 21ST FLOORSAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (415) 510-2160, Fax: None
Chief Compliance Officer
TRACY HUTT
CFO
150 CALIFORNIA STREET, 21ST FLOOR
SAN FRANCISCO
CA
United States
Tel:
(415) 510-2153
T****@*********M
(Full email address available in API data)
Regulatory Contact
RACHEL LEHMAN
MANAGING PARTNER
150 CALIFORNIA STREET, 21ST FLOOR
SAN FRANCISCO
CA
United States
Tel:
(415) 510-2150
R******@*********M
(Full email address available in API data)
Industry Affiliates
| P4G ACQUISITION III SPV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| P4G CAPITAL ASSOCIATES, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LAKE AIR MANAGEMENT HOLDINGS | Private Equity Fund | $4.4M | $0.1M | 4 |
| LAKE AIR PRODUCTS LLC | Private Equity Fund | $19.0M | $1.0M | 3 |
| P4G CAPITAL PARTNERS I CO-INVEST FUND, L.P. | Private Equity Fund | $65.0M | $1.0M | 24 |
| P4G CAPITAL PARTNERS I-A, L.P. | Private Equity Fund | $34.8M | $1.0M | 9 |
| P4G CAPITAL PARTNERS I-B, L.P. | Private Equity Fund | $8.5M | $1.0M | 2 |
| P4G CAPITAL PARTNERS I, L.P. | Private Equity Fund | $244.2M | $1.0M | 35 |
| PROSPECT MOLD AGGREGATOR LLC | Private Equity Fund | $13.8M | $1.0M | 2 |
| SPG CO-INVEST AGGREGATOR LLC | Private Equity Fund | $8.0M | $1.0M | 2 |
| UNIQUE ELEVATOR INTERIORS TOPCO, LLC | Private Equity Fund | $0.0M | $0.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEHMAN, RACHEL, ELIZABETH | Individual | – | MANAGING PARTNER | 05/2015 | < 5% |
| HUTT, TRACY, MARIE | Individual | – | CFO, CCO | 07/2020 | < 5% |
| P4GCM HOLDINGS, LP | Domestic Entity | – | MANAGING PARTNER | 11/2023 | > 75% |
| P4GCM HOLDCO, LLC | Domestic Entity | P4GCM HOLDINGS, LP | GENERAL PARTNER | 11/2023 | |
| LEHMAN, RACHEL, ELIZABETH | Individual | P4GCM HOLDINGS, LP | LIMITED PARTNER | 11/2023 | > 75% |
| LEHMAN, RACHEL, ELIZABETH | Individual | P4GCM HOLDCO, LLC | MANAGING MEMBER | 11/2023 | > 75% |