P
CRD: 312026
P2, LLC
Lexington, MA
8572042754
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
-- Lexington MA
About P2, LLC
P2, LLC is a Lexington-based RIA. The firm has been operating for 6 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$346.2K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Accredited Investors
Element pioneer
Asset Classes
Peak Atlas harbor
Investment Themes
Oak peak
Investment Vehicles
Legacy peak
Services
Alpha Pathway timber
Owner & Executives
R
Ray Shantanu Prasad
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #7320002
- Ownership
- 50% but less than 75%
(405) 508-5687
prime.radial@signalcapital.com
in linkedin.com/in/fusion-vertex
R
Rohil Ray Prasad
--
- CRD
- --
- Ownership
- 25% but less than 50%
(286) 258-9718
timber.crest@radialcapital.com
in linkedin.com/in/harbor-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
75.8% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,879,678,368 | 75.8% |
| Cash | $1,557,892,038 | 24.2% |
| Total | $6,437,570,406 | 100.0% |