Pcp Managers, L.P. (San Francisco)


Pcp Managers, L.P. is a large advisory firm based in San Francisco. It manages $3.47 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Massachusetts, and Texas.

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Pcp Managers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pcp Managers: assets under management

The assets under management (AUM) of Pcp Managers, L.P. is $3.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.44 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pcp Managers, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pcp Managers serves?

The only and largest group of clients of Pcp Managers is pooled investment vehicles with 10 clients and $3.47 billion of assets under management. Among the 7 most similar advisory firms, Pcp Managers has the 3rd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $3.47 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Pcp Managers also advises several private funds. Namely, ten private equity funds.

Careers at Pcp Managers, L.P.

The company employs 31 people that are either part- or full-time employees. 74 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Caldwell Kessinger has served as the Chief Investment Officer since 1 Apr 2016. Paulo Marnoto joined the executive team most recently as the Chief Legal Officer, Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
William Caldwell Kessinger Limited partner 1 Oct 2001 50% - 75% 6028863
Brian Philip Golson Limited partner 1 Feb 2002 Other 5996390
David Jacob Ament Limited partner 1 Sep 2003 Other 2781401
Gerri Holt Grossmann Chief financial officer & chief compliance officer 1 May 2008 Other 2825970
Llc Pcp Managers Gp General partner 1 Dec 2015 Other 99-9999999
L.P. Pcp Managers Member, pcap company, llc 1 Dec 2015 75% - 100% 99-9999999
Llc Pcp Managers Ii Gp General partner, pcp managers ii, l.p. 1 Dec 2015 Other 99-9999999
L.P. Pcp Managers Ii General partner 1 Dec 2015 Other 99-9999999
William Caldwell Kessinger Chief investment officer 1 Apr 2016 Other 6028863
Andrew Caldwell Dodson Managing partner 1 Apr 2016 Other 5996376
Paul Marnoto Chief legal officer 1 Oct 2016 Other 6775696
Paulo Marnoto Chief legal officer, chief compliance officer 1 Sep 2017 Other 6775696
Jill Aiello Chief financial officer 1 Sep 2017 Other 6913640

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Brian Philip Golson Member, pcp managers gp, llc 1 Dec 2015 Other 5996390
William Caldwell Kessinger Member, pcp managers gp, llc 1 Dec 2015 50% - 75% 6028863
David Jacob Ament Member, pcp managers gp, llc 1 Dec 2015 Other 2781401

Based in San Francisco

The principal office where Pcp Managers, L.P. performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-913-3900 or by fax 415-913-3913. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at parthenoncapitalpartners.com/ and its LinkedIn profile.