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Joseph Taveira

Chief Financial Officer at PCP Managers

Officer recordForm ADV filed 30 March 2026

Joseph Taveira is Chief Financial Officer of PCP Managers, L.P., a San Francisco investment adviser.

Career

Joseph Taveira has been Chief Financial Officer of PCP Managers since April 2020. Joseph Taveira is a control person of the firm and directly owns under 5% of it. Joseph Taveira holds a B.S. in Business Administration from Boston College.

PCP Managers, L.P. is a San Francisco, CA firm with $13.4B under management, 14 clients and 36 advisers across 3 offices, as of its March 2026 filing.

Parthenon Capital says Joseph Taveira joined as Chief Financial Officer in 2020 and oversees its accounting, tax, and reporting functions.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Professional designations

Listed by PCP Managers

  • Chartered Financial Analyst charterholder
  • Certified Management Accountant
  • Certified Financial Manager

Individual registration and examination information for Joseph Taveira is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joseph Taveira
CRD
7283942
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Joseph Taveira work?

Joseph Taveira has been Chief Financial Officer of PCP Managers, L.P. since April 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Joseph Taveira a CFA charterholder?

PCP Managers lists Joseph Taveira with the CFA credential (“Chartered Financial Analyst charterholder”) on its website. CFA Institute confirms certification status.

Source: Official Parthenon Capital biography

Leadership at PCP Managers

Sources

  1. IAPD individual lookup, CRD 7283942. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of PCP Managers, L.P., filed 30 March 2026. Title, control and ownership bands.
  3. PCP Managers team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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