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P&A CAPITAL ADVISORS

P&A CAPITAL ADVISORS, INC.

CRD 111731 · SEC 801-58097

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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500 FIFTH AVENUE, SUITE 5120, NEW YORK, NY, 10110, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.4M

Discretionary AUM

$126.4M

Team

10 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles3$121.7M
Insurance companies1$4.7M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD