P
CRD: 135325
P38 Enterprises, Inc.
Denton, TX
9402319647
$96.3M Total AUM
$96.3M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-17-2005
- Office Locations
- 1
Office Locations
-- Denton TX
About P38 Enterprises, Inc.
P38 Enterprises, Inc. is a Denton-based RIA. The firm has been operating for 20 years. Managing $96.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$96.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Harbor radial Momentum prime Bridge
Investment Themes
Summit Quantum alpha Vector value
Investment Vehicles
Vital capital
Services
Ridge eagle Beacon Insight Ridge Optima timber Eagle legacy Quantum North
Owner & Executives
Q
QUINN NOARK SOWELL
Chief Compliance Officer, President
- CRD
- #2166454
- Ownership
- 75% or more
(378) 859-8915
fusion.summit@summitcapital.com
in linkedin.com/in/ridge-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,348,034 | $665,735 |
| Non-Discretionary | $0 | $722,473 |
| Total | $96,348,034 | $668,977 |
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Separately Managed Accounts
Total SMA Asset: $96,348,034
Equity - Exchange:
13.5% U.S. Government/Agency:
32.1% Corporate - Investment Grade:
30.9% Public Funds:
9.3% Cash:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $326,714,017 | 13.5% |
| U.S. Government/Agency | $776,853,330 | 32.1% |
| Corporate - Investment Grade | $747,812,084 | 30.9% |
| Public Funds | $225,069,656 | 9.3% |
| Cash | $343,654,745 | 14.2% |
| Total | $2,420,103,832 | 100.0% |