P&A Capital Advisors, Inc. (New York)
P&A Capital Advisors, Inc. is a large advisory firm based in New York. It manages $158.71 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.
P&A Capital Advisors provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
P&A Capital Advisors: assets under management
The assets under management (AUM) of P&A Capital Advisors, Inc. is $158.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and $7.79 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay P&A Capital Advisors, Inc. 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.
What kind of clients David Edward Alexander serves?
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of David Edward Alexander is pooled investment vehicles with 6 clients and $155.76 million of assets under management. Among the 11 most similar advisory firms, P&A Capital Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $158.71 million for 7 clients. 14% of the firm’s clients are foreign persons or businesses.
P&A Capital Advisors also advises several private funds. Namely, six hedge funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.
Careers at P&A Capital Advisors, Inc.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people 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.
David Edward Alexander has been acting as President since 1 Mar 1991. Llc Nfp Ultimate Holdings joined the executive team most recently as the Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 15 indirect owners.Based in New York
The principal office where P&A Capital Advisors, Inc. performs its advisory services is located at 500 Fifth Avenue, New York, NY 10110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-764-6455 or by fax 212-921-4249. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pacapadvisors.com/.
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