SourcingSourcing

P2 CAPITAL PARTNERS, LLC

C46
CRD 159299·SEC 801-73830·NEW YORK, NY
AUM
$824.4M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
P2 CAPITAL PARTNERS, LLC
CRD
159299
SEC file #
801-73830
EIN
000000000
DBA names
—

Economics

AUM
$824.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.68B → $824.4M▼ -51%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
10 advisors → 9 advisors▼ -10%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
p2capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOLLER, CLAUS, JORGEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MOLLER, CLAUS, JORGEN
CARRI, JASON, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
P2CAPITAL.COM
Rdap Domain Creation Date
2004-08-11T19:52:49Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001675521
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-05-25
Edgar Last Filing Date
2016-05-25
Edgar Form D Count
1
Edgar Form D Offerings
2016-05-252016-05-25 · 0001675521-16-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Bny Mellon5
E*trade4
Edgar Addresses
Mailing
P2 CAPITAL PARTNERS, LLC590 MADISON AVENUENEW YORK, NY 10022
Business
P2 CAPITAL PARTNERS, LLC590 MADISON AVENUENEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D2016-05-25 · 0001675521-16-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-11T19:52:49Z
Rdap Domain Last Changed
2023-03-17T17:56:52Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4355278
Trust Company Affiliate
No

People (2)

2
MOLLER, CLAUS, JORGEN
Direct Owner · 87.5%
4355278
CARRI, JASON, CHRISTOPHER
Executive Officer · 2.5%
6027544