PPrivate Fund Data Log in Join · $37/mo

Pl Capital Advisors, LLC

● SEC registered since 2014CRD 162083SEC# 801-79328Naples, FL
Export (members)
Ranks #4,246 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$305.1M
Fund GAV
$304.3M
Private funds
5
Employees
8
Accounts
6
Location
Naples, FL

Pl Capital Advisors, LLC assets under management

Pl Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2014. It reports $305.1 million in regulatory assets under management and employs 8 people. Pl Capital Advisors, LLC manages 5 private funds with combined gross assets of $304.3 million, including Financial Edge Fund, L.P. By regulatory assets, it ranks 4,246 of 5,911 private fund managers.

Pl Capital Advisors, LLC private funds

5 funds · $304.3M GAV
FundTypeGross assetsMin.
Financial Edge Fund, L.P.Hedge$132.6M$250K
Financial Edge Strategic Fund, L.P.Hedge$74.9M$250K
Goodbody/Pl Capital, L.P.Hedge$63.2M$250K
See all 5 funds — unlock the full record.
Join to unlock · $37/mo

Pl Capital Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Catherine Elizabeth DavisChief Financial OfficerUnder 5%2016
John William Palmer ControlCo-Managing Member50-75%1996
Matthew Christopher DwyerChief Compliance OfficerUnder 5%2014
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pl Capital Advisors, LLC manage?

Pl Capital Advisors, LLC reports $305.1 million in regulatory assets under management on its Form ADV.

How many private funds does Pl Capital Advisors, LLC manage?

Pl Capital Advisors, LLC manages 5 private funds with combined gross assets of $304.3 million.

How many employees does Pl Capital Advisors, LLC have?

Pl Capital Advisors, LLC reports 8 employees.

Where is Pl Capital Advisors, LLC located?

Pl Capital Advisors, LLC is based in Naples, FL and has been SEC-registered since 2014.

Does Pl Capital Advisors, LLC disclose fund performance?

Pl Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address750 Eleventh Street South, Suite 202, Naples, FL 34102
Phone239-777-0187
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1569147
Discloses disciplinary historyNo

Assets under management

Discretionary$305.1M
Non-discretionary$0
Total (RAUM)$305.1M

Service providers

Auditor
Prime broker
Custodian
Administrator