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P38 ENTERPRISES, INC.

CRD 135325 · SEC 801-69971

Corporate platformCorporation

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

United States

Registration

— (—)

Source

State registered

Total AUM

$96.3M

Discretionary AUM

$96.3M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-08

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals58$18.7M
High net worth individuals25$77.5M

Official SEC filing: View on IAPD