PB INVESTMENT PARTNERS, L.P.
Adviser information for PB INVESTMENT PARTNERS, L.P. last updated from Form ADV on March 27th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Principal Office
1350 BAYSHORE HIGHWAYSUITE 700
BURLINGAME
CA
United States
Monday - Friday, 6:00AM - 3:00PM
Tel: 650-804-2492, Fax: None
Chief Compliance Officer
PETER BLAUSTEIN
LIMITED PARTNER
1350 BAYSHORE HIGHWAY
SUITE 700
BURLINGAME
CA
United States
Tel:
650-804-2492
P*********@***********************M
(Full email address available in API data)
Industry Affiliates
| PB INVESTMENT PARTNERS GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PB PARTNERS FTW, L.P. | Hedge Fund | $31.8M | $0.3M | 5 |
| PB PARTNERS, L.P. | Hedge Fund | $95.8M | $1.0M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Blaustein, Peter, Laurance | Individual | – | LIMITED PARTNER | 05/2019 | < 5% |
| PB INVESTMENT PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 05/2019 | > 75% |
| Blaustein, Peter, Laurance | Individual | PB INVESTMENT PARTNERS GP, LLC | MEMBER; MANAGER | 05/2019 | > 75% |
No. Employees, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | COM | 20M | 168K | – |
| BANK AMERICA CORP | COM | 13M | 336K | – |
| CAPITAL ONE FINL CORP | COM | 21M | 151K | – |
| CARDLYTICS INC | COM | 3M | 406K | – |
| Global Business Travel Group, Inc. | COM | 4M | 610K | – |
| HILTON GRAND VACATIONS INC | COM | 17M | 419K | – |
| ONEMAIN HLDGS INC | COM | 16M | 336K | – |
| PROGRESSIVE CORP | COM | 17M | 80K | – |
| RAYMOND JAMES FINL INC | COM | 12M | 95K | – |