P2 CAPITAL PARTNERS, LLC

Adviser information for P2 CAPITAL PARTNERS, LLC last updated from Form ADV on March 28th, 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 14
Investment Advisory/Research 9
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 4 $1.3B
Non-Discretionary 0 $0
Total 4 $1.3B

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 4 $1.3B
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 50

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based feesMONITORING AND DEAL RELATED FEES

Identifiers

SEC RIA File Number 801-73830
SEC ERA File Number 801-73830
SEC CIK Numbers 1406313
SEC CRD Numbers 159299
Legal Entity Identifier 5493001KJTIIGC8Y1R12

Principal Office

590 MADISON AVENUE
25TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8AM - 6PM
Tel: 212-508-5500, Fax: 212-508-5550

Websites

Chief Compliance Officer

JASON CARRI
CFO, CCO
590 MADISON AVENUE
25TH FLOOR
NEW YORK
NY
United States
Tel: 212-508-5503
Fax: 212-508-5553
(Full email address available in API data)

Industry Affiliates

P2 CAPITAL GP, LLC Sponsor, GP, manager of pooled investment vehicles
P2 CAPITAL GP, XIII LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
P2 CAPITAL MASTER FUND I, LP Hedge Fund $985.6M $5.0M 272
P2 CAPITAL MASTER FUND XIII, LP Private Equity Fund $333.4M $0.0M 10

Control Persons

Name Type Entity Title Since Ownership
CARRI, JASON, CHRISTOPHER Individual CFO, CCO 09/2006 < 5%
MOLLER, CLAUS, JORGEN Individual CEO, OWNER 07/2004 > 75%

No. Employees, Historic

2010020202021202220232024202516 on 3/30/202014 on 3/31/202115 on 3/31/202215 on 3/30/202314 on 3/28/2024

RAUM, Historic

3B2B02020202120222023202420252288900000 on 3/30/20202339800000 on 3/31/20211888100000 on 3/31/20221274800000 on 3/30/20231319000000 on 3/28/2024

No. Clients, Historic

10502020202120222023202420256 on 3/30/20205 on 3/31/20215 on 3/31/20223 on 3/30/20234 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACADIA HEALTHCARE COMPANY IN COM 102M 2M
AVIENT CORPORATION COM 38M 870K
BLACKBAUD INC COM 101M 1M
CBIZ INC COM 82M 1M
ENOVIS CORPORATION COM 21M 460K
ENSIGN GROUP INC COM 32M 260K
FULLER H B CO COM 47M 611K
INTEGRAL AD SCIENCE HLDNG CO COM 5M 500K
INTEGRAL AD SCIENCE HLDNG CO COM 47M 5M
JOHN BEAN TECHNOLOGIES CORP COM 71M 750K
LIVANOVA PLC SHS 52M 950K
MIRION TECHNOLOGIES INC COM CL A 50M 5M
OPTION CARE HEALTH INC COM NEW 40M 1M
R1 RCM INC COM 68M 5M
R1 RCM INC COM 68M 5M
SITEONE LANDSCAPE SUPPLY INC COM 21M 171K
SOTERA HEALTH CO COM 2M 200K
TENNANT CO COM 64M 651K