P10 ADVISORS, LLC
Adviser information for P10 ADVISORS, 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 | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 3 | $270.1M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $270.1M |
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 | 3 | $270.1M |
| 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 | 3 |
| No. of Non-U.S. Clients | 33 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-125012 |
|---|---|
| SEC ERA File Number | 801-125012 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314664 |
| Legal Entity Identifier | None |
Principal Office
4514 COLE AVENUE, SUITE 1600DALLAS
TX
United States
Monday - Friday, 9 - 5
Tel: 214-999-6063, Fax: None
Chief Compliance Officer
AMANDA COUSSENS
4514 COLE AVENUE, SUITE 1600
DALLAS
TX
United States
Tel:
(214) 999-6063
A********@**********M
(Full email address available in API data)
Industry Affiliates
| ASI HARK CAPITAL II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BONACCORD CAPITAL COMPANY II S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| BONACCORD CAPITAL COMPANY II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BONACCORD CAPITAL COMPANY, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BONACCORD CAPITAL PARTNERS | Other investment adviser, including financial planners |
| CVE ENDOWMENT FUND I CONTINUATION GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ENHANCED CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
| FIVE POINTS ADVISORS III, LP | Sponsor, GP, manager of pooled investment vehicles |
| FIVE POINTS ADVISORS IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| FIVE POINTS CAPITAL LLC | Other investment adviser, including financial planners |
| FIVE POINTS EQUITY ADVISORS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIVE POINTS MANAGEMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIVE POINTS MANAGEMENT IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIVE POINTS MEZZANINE ADVISORS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FORSYTH EQUITY ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FP CREDIT SBIC GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HARK CAPITAL ADVISORS, LLC | Other investment adviser, including financial planners |
| HARK CAPITAL III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HARK CAPITAL IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PGB AMERICAN BUYOUT CO-INVESTMENT FUND I GP, S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| PINEWOOD ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS | Other investment adviser, including financial planners |
| RCP ADVISORS 2, LLC | Other investment adviser, including financial planners |
| RCP ADVISORS SBO III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS XVI (EU) GP, S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS XVI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS XVII (EU) GP, S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS XVII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP ADVISORS, LLC | Other investment adviser, including financial planners |
| RCP ELEVATE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP LAI FO1 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP MULTI-STRATEGY GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP MULTI-STRATEGY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP SOF IV (EU) GP, S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| RCP SOF IV OVERAGE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP VALIDUS FUND ONE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCP-SOF IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RCPDIRECT IV (EU) GP, S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| RCPDIRECT IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| REYNOLDA CAPITAL MANAGEMENT COMPANY, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SOZO VENTURES GP I, LP | Sponsor, GP, manager of pooled investment vehicles |
| SOZO VENTURES GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| TCVP IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE BLOCKCHAIN I GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE CAPITAL GP PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE CAPITAL PARTNERS | Other investment adviser, including financial planners |
| TRUEBRIDGE CI PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE DIRECT FUND III GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE EPPF GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GLOBAL PREMIER I GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS II, LP | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS III, LP | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE GP PARTNERS, LP | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE PREMIER VC OPPORTUNITY GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE SECONDARIES I GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE SEED & MICRO-VC I GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE SEED & MICRO-VC II GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE SELECT FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE SELECT II GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE VI OPPORTUNITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRUEBRIDGE VII OPPORTUNITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| VENTURE LENDING & LEASING IX GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| VLL LEGACY LLC | Sponsor, GP, manager of pooled investment vehicles |
| WESTERN TECHNOLOGY INVESTMENT (WTI) | Other investment adviser, including financial planners |
| WINSTON MEZZANINE PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WTI EQUITY OPPORTUNITY FUND GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WTI FUND X GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| P10 COMMENDA IMPACT FUND OFFSHORE, LLC | PARALLEL PRIVATE FUND | $27.7M | $0.1M | 1 |
| P10 COMMENDA IMPACT FUND ONSHORE, LLC | PARALLEL PRIVATE FUND | $50.8M | $0.1M | 2 |
| P10 OPPORTUNITY FUND I, LP | FUND OF FUNDS | $186.6M | $0.1M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| P10 HOLDINGS, INC. | Domestic Entity | – | MEMBER | 04/2022 | > 75% |
| ALPERT, ROBERT, HUDSON | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 04/2022 | < 5% |
| WEBB, CLAYTON, CLARK | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 04/2022 | < 5% |
| COUSSENS, AMANDA, NETHERY | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & SECRETARY | 04/2022 | < 5% |
| P10, INC. | Domestic Entity | P10 HOLDINGS, INC. | MEMBER | 10/2021 | > 75% |