SourcingSourcing

P3 ASSET MANAGEMENT, LLC

B57
CRD 327327·SEC 801-128426·GIG HARBOR, WA
AUM
$40.3M
$25M-$100M
Est. Revenue
$403K
@ 1% on AUM
Est. EBITDA
$121K
@ 30% margin
Est. Deal Value
$967K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
P3 ASSET MANAGEMENT, LLC
CRD
327327
SEC file #
801-128426
EIN
—
DBA names
P3 Asset Management

Economics

AUM
$40.3M
AUM band
$25M-$100M
AUM trajectory
'25'26
$43.0M → $40.3M▼ -6%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
GIG HARBOR WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
p3am.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAMIREZ, RUBEN, RENE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
RAMIREZ, RUBEN, RENE
DKJ VENTURES LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
P3AM.COM
Rdap Domain Creation Date
2019-05-02T13:25:08Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-02T13:25:08Z
Rdap Domain Last Changed
2026-04-17T20:09:35Z
Rdap Nameservers
Dns1.p08.nsone.netDns2.p08.nsone.netDns3.p08.nsone.netDns4.p08.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2858155
Trust Company Affiliate
No

People (2)

2
RAMIREZ, RUBEN, RENE
Direct Owner · 62.5%
2858155
JOHNSEN, CRAIG, DOUGLAS
Executive Officer · 2.5%
2103838