{"url":"https://nivawealth.com/firms/pccp-157505","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157505","regulatoryAum":20104271033,"crd":"157505","secFileNumber":"801-73386","legalName":"PCCP, LLC","displayName":"PCCP","website":"https://pccpllc.com","linkedinUrl":"https://www.linkedin.com/company/pccpllc","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10100 Santa Monica BLVD, Suite 1000","city":"Los Angeles","state":"CA","stateName":"California","country":"United States","postalCode":"90067"},"tradeNames":["Skymor"],"registration":{"secApproved":"24 February 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":175,"advisory":83,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12728698140,"discretionaryAccounts":32,"nonDiscretionary":7375572893,"nonDiscretionaryAccounts":16,"wrapProgram":null,"nonUsClientsPct":4,"nonAumClients":4},"clientTypes":[{"label":"Pooled investment vehicles","clients":50,"regulatoryAum":20104271033},{"label":"State or municipal government entities","clients":1,"regulatoryAum":0},{"label":"Other investment advisers","clients":1,"regulatoryAum":0}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"PCCP has custody of $8.85B for 50 clients.","otherCustodians":[],"leadership":[{"name":"Stephen Towle","title":"Partner, Chief Financial Officer","crd":"5949675"},{"name":"Lauren Ngongang","title":"Partner, Chief Risk Officer & Chief Compliance Officer","crd":"6671851"},{"name":"Aaron Giovara","title":"Partner","crd":"4495509"},{"name":"Donald Kuemmeler","title":"Senior Managing Partner","crd":"4495506"},{"name":"William Lindsay","title":"Senior Managing Partner","crd":"4495486"},{"name":"Peter Spaziani","title":"Managing Director, General Counsel","crd":"5119596"},{"name":"Bryan Thornton","title":"Managing Partner","crd":"5949672"}],"ownership":[{"label":"CGKL I, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since May 1998. Also a member of Reef Manager, LLC in the 75% or more band and a control person, since December 2017."},{"label":"Esc-PCCP Holdings, LLC","detail":"Member in the 10% to 25% ownership band, since December 2007."},{"label":"Aaron Giovara","detail":"Partner in the 10% to 25% ownership band and a control person, since May 1998."},{"label":"Donald Kuemmeler","detail":"Senior managing partner in the 10% to 25% ownership band and a control person, since May 1998. Also a member of DCLJ Partners, LLC in the 75% or more band and a control person, since November 2008."},{"label":"William Lindsay","detail":"Senior managing partner in the 10% to 25% ownership band and a control person, since May 1998. Also a manager of CGKL I, LLC in the 25% to 50% band and a control person, since May 1998."},{"label":"PCCP Class D, LLC","detail":"Member in the 5% to 10% ownership band, since January 2014."},{"label":"Amp Capital Investors US Real Estate, LLC","detail":"Member in the 10% to 25% ownership band, since December 2017."},{"label":"PCCP Class F, LLC","detail":"Member in the 5% to 10% ownership band, since April 2018."},{"label":"California State Teachers Retirement System","detail":"Indirect owner: a member of Esc-PCCP Holdings, LLC in the 75% or more band, since December 2007.","parent":"Esc-PCCP Holdings, LLC"},{"label":"Ulhorn-Thornton Family Trust","detail":"Indirect owner: a member of PCCP Class D, LLC in the 25% to 50% band, since January 2014.","parent":"PCCP Class D, LLC"},{"label":"Bryan Thornton","detail":"Indirect owner: a trustee of Ulhorn-Thornton Family Trust in the 50% to 75% band and a control person, since January 2014.","parent":"Ulhorn-Thornton Family Trust"},{"label":"Emily Ulhorn","detail":"Indirect owner: a trustee of Ulhorn-Thornton Family Trust in the 50% to 75% band, since April 2013.","parent":"Ulhorn-Thornton Family Trust"},{"label":"Amp Capital Investors International Holdings Limited","detail":"Indirect owner: a member of Amp Capital Investors US Real Estate, LLC in the 75% or more band, since December 2017.","parent":"Amp Capital Investors US Real Estate, LLC"},{"label":"Collimate Capital Pty Limited","detail":"Indirect owner: a shareholder of Amp Capital Investors International Holdings Limited in the 75% or more band, since May 2005.","parent":"Amp Capital Investors International Holdings Limited"},{"label":"Amp Group Holdings Limited","detail":"Indirect owner: a shareholder of Collimate Capital Pty Limited in the 75% or more band, since November 1997.","parent":"Collimate Capital Pty Limited"},{"label":"Amp Limited","detail":"Indirect owner: a shareholder of Amp Group Holdings Limited in the 75% or more band, since November 1997.","parent":"Amp Group Holdings Limited"},{"label":"DCLJ Partners, LLC","detail":"Indirect owner: a member of CGKL I, LLC in the 25% to 50% band, since October 2018.","parent":"CGKL I, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":3,"addresses":[{"street":"10100 Santa Monica BLVD, Suite 1000","city":"Los Angeles","headquarters":true},{"street":"100 Pine ST","city":"San Francisco"},{"street":"222 N Pacific Coast Hwy","city":"El Segundo"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"3340 Peachtree RD Ne","city":"Atlanta"}]},{"state":"New York","offices":1,"addresses":[{"street":"505 Fifth Ave","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-414-7870","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":40},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157505/PDF/157505.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does PCCP have?","answer":"PCCP has 52 clients and manages $20.1 billion for them, as of September 2026. They include 50 pooled investment vehicles, 1 state or municipal government entities and 1 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PCCP offer?","answer":"PCCP provides portfolio management for pooled vehicles and other activities.","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 PCCP have?","answer":"PCCP has 0 investment adviser representatives registered with state securities authorities, out of 175 employees, and 83 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 PCCP?","answer":"PCCP is owned through a chain of holding companies by California State Teachers Retirement System, Bryan Thornton, Emily Ulhorn, Amp Limited and DCLJ Partners, LLC. Its direct owners are CGKL I, LLC, Esc-PCCP Holdings, LLC, Aaron Giovara, Donald Kuemmeler, William Lindsay, PCCP Class D, LLC, Amp Capital Investors US Real Estate, LLC and PCCP Class F, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PCCP get paid?","answer":"PCCP is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. 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"}}],"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 Wealth 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."}