{"url":"https://nivawealth.com/firms/pcp-managers-157398","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157398","regulatoryAum":13353835498,"crd":"157398","secFileNumber":"801-74177","legalName":"PCP Managers, L.P.","displayName":"PCP Managers","website":null,"linkedinUrl":"https://www.linkedin.com/company/parthenon-capital","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"600 Montgomery Street, 8th Floor","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94111"},"tradeNames":["Parthenon Capital"],"registration":{"secApproved":"28 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":40,"advisory":36,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13353835498,"discretionaryAccounts":14,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":13353835498}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"PCP Managers has custody of $31.3M for 2 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Taveira","title":"Chief Financial Officer","crd":"7283942"},{"name":"Paulo George Marnoto","title":"General Counsel, Chief Compliance Officer","crd":"6775696"},{"name":"David Ament","title":"Managing Partner and Limited Partner","crd":"2781401"},{"name":"Andrew Dodson","title":"Managing Partner and Limited Partner","crd":"5996376"},{"name":"Brian Golson","title":"Managing Partner and Limited Partner","crd":"5996390"},{"name":"William Kessinger","title":"Chief Investment Officer and Limited Partner","crd":"6028863"}],"ownership":[{"label":"David Ament","detail":"Managing partner and limited partner in the 25% to 50% ownership band and a control person, since December 2015. Also a member, pcp managers gp, llc of PCP Managers GP, LLC in the 25% to 50% band and a control person, since December 2015."},{"label":"Brian Golson","detail":"Managing partner and limited partner in the 25% to 50% ownership band and a control person, since December 2015. Also a member, pcp managers gp, llc of PCP Managers GP, LLC in the 25% to 50% band and a control person, since December 2015."},{"label":"William Kessinger","detail":"Chief investment officer and limited partner in the 10% to 25% ownership band and a control person, since December 2015."},{"label":"Andrew Dodson","detail":"Managing partner and limited partner in the 10% to 25% ownership band and a control person, since April 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"600 Montgomery Street, 8th Floor","city":"San Francisco","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"399 Boylston Street","city":"Boston"}]},{"state":"Texas","offices":1,"addresses":[{"street":"1400 Lavaca ST","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-913-3900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[],"privateFunds":14},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157398/PDF/157398.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does PCP Managers have?","answer":"PCP Managers has 14 clients and manages $13.4 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PCP Managers offer?","answer":"PCP Managers provides portfolio management for pooled vehicles and portfolio management for institutions.","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 PCP Managers have?","answer":"PCP Managers has 0 investment adviser representatives registered with state securities authorities, out of 40 employees, and 36 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 PCP Managers?","answer":"PCP Managers’ direct owners are David Ament, Brian Golson, William Kessinger and Andrew Dodson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PCP Managers get paid?","answer":"PCP Managers is paid through a percentage of assets under management, 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."}