P
$95.2M Total AUM
$95.2M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2003
- Office Locations
- 1
Office Locations
-- Greenwich CT
About P-Squared Capital Management
P-Squared Capital Management is a Greenwich-based RIA. The firm has been operating for 23 years. Managing $95.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
66 AVG AGE
$95.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Summit Ember Foundation vital
Investment Themes
Oak horizon
Investment Vehicles
Glacier
Services
Pioneer eagle Vector Eagle Vital vital
Owner & Executives
JOSEPH LOUIS PELLEGRINO
President
- CRD
- #1376842
- Ownership
- 75% or more
(214) 363-8199
zenith.element@catalystcapital.com
in linkedin.com/in/unison-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,206,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,206,730 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,206,730
Equity - OTC:
25.3% Equity - Exchange:
16.3% Public Funds:
15.7% Corporate - Investment Grade:
21.2% Cash:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $134,965,934 | 25.3% |
| Equity - Exchange | $86,954,337 | 16.3% |
| Public Funds | $83,753,564 | 15.7% |
| Corporate - Investment Grade | $113,093,984 | 21.2% |
| Cash | $114,694,371 | 21.5% |
| Total | $533,462,190 | 100.0% |