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Pco Investment Management LP (Mill Valley)


Pco Investment Management LP is a large advisory firm based in Mill Valley. It manages $325.44 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Illinois.

Pco Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pco Investment Management: assets under management

The assets under management (AUM) of Pco Investment Management LP is $325.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 179% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $325.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.36 million each.
Pco Investment Management has custody of $21.11 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pco Investment Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mill Valley

The principal office where Pco Investment Management LP performs its advisory services is located at 100 B Shoreline Highway, Mill Valley, CA 94941, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-635-0060. The normal business hours are 6am -3pm on Monday - Friday.


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