{"url":"https://nivawealth.com/firms/p4g-capital-management-300645","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300645","regulatoryAum":418958043,"crd":"300645","history":[{"filedOn":"2021-04-29","regulatoryAum":248531289,"clients":7,"employees":9,"offices":1},{"filedOn":"2022-04-01","regulatoryAum":213053017,"clients":7,"employees":11,"offices":1},{"filedOn":"2023-04-27","regulatoryAum":275499235,"clients":7,"employees":13,"offices":1},{"filedOn":"2024-04-02","regulatoryAum":397728571,"clients":9,"employees":13,"offices":3},{"filedOn":"2025-03-31","regulatoryAum":479270294,"clients":9,"employees":9,"offices":3},{"filedOn":"2026-04-27","regulatoryAum":418958043,"clients":9,"employees":9,"offices":3}],"secFileNumber":"801-114926","legalName":"P4G Capital Management, LLC","displayName":"P4G Capital Management","slug":"p4g-capital-management-300645","website":"https://p4gcap.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/300645/b2889144ff57a066-r1.webp","tone":"light","width":269,"height":200,"sourceUrl":"https://www.p4gcap.com/","sourceLabel":"P4g Capital Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/p4g-capital/about/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"297 Kingsbury Grade, Suite 208","city":"Stateline","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89449"},"tradeNames":[],"registration":{"secApproved":"29 March 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":418958043,"discretionary":418958043,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":418958043}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"P4G Capital Management has custody of $419M in client assets for 9 clients.","leadership":[{"name":"Tracy Hutt","title":"CFO, CCO","crd":"6041130"},{"name":"Rachel Lehman","title":"Managing Partner","crd":"5419009"}],"ownership":[{"label":"P4GCM Holdings, LP","detail":"Managing partner in the 75% or more ownership band and a control person, since November 2023."},{"label":"P4GCM Holdco, LLC","detail":"Indirect owner: general partner of P4GCM Holdings, LP and a control person, since November 2023.","parent":"P4GCM Holdings, LP"},{"label":"Rachel Lehman","detail":"Indirect owner: a trustee of Rachel E. Lehman Revocable Trust in the 75% or more band and a control person, since February 2014.","parent":"Rachel E. Lehman Revocable Trust"},{"label":"Rachel E. Lehman Revocable Trust","detail":"Indirect owner: a managing member of P4GCM Holdco, LLC in the 75% or more band and a control person, since January 2024. Also a limited partner of P4GCM Holdings, LP in the 75% or more band and a control person, since January 2024.","parent":"P4GCM Holdco, LLC"}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"150 California Street","city":"San Francisco"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"558 Castle Pines Parkway","city":"Castle Pines"}]},{"state":"Nevada","offices":1,"addresses":[{"street":"297 Kingsbury Grade, Suite 208","city":"Stateline","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-510-2160","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":9},"sources":{"adv1FilingDate":"27 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300645/PDF/300645.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does P4G Capital Management have?","answer":"P4G Capital Management has 9 clients and manages $419 million for them, as of April 2026. They include 9 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does P4G Capital Management offer?","answer":"P4G Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does P4G Capital Management have?","answer":"P4G Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns P4G Capital Management?","answer":"P4G Capital Management is owned through a chain of holding companies by Rachel Lehman. Its direct owner is P4GCM Holdings, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does P4G Capital Management get paid?","answer":"P4G Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is P4G Capital Management registered with the SEC?","answer":"Yes, P4G Capital Management has been registered with the SEC as an investment adviser since 29 March 2019. Its CRD number is 300645 and its SEC file number is 801-114926.","source":"Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact P4G Capital Management?","answer":"P4G Capital Management’s main office is at 297 Kingsbury Grade, Suite 208, Stateline, NV 89449. Its phone number is 415-510-2160. Its website is p4gcap.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}