Pipv Management, LP (Philadelphia)

Name: Pipv Management, LP
Address: 2005 Market Street, Philadelphia, PA, 19103
Telephone: 267-765-3220

Pipv Management, LP is an adviser based in Philadelphia. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Maryland.

Pipv Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pipv Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pipv Management serves?

The only and largest group of clients of Pipv Management is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 5 most similar advisory firms, Pipv Management has the highest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Pipv Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Pipv Management, LP

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pipv Management Gp	Owner	1 Dec 2016	75% - 100%	81-4650245
Zoltan Kerekes	Chief compliance officerr	1 Mar 2018	25% - 50%	6930166

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lisa Marie Gray	Member	1 Dec 2016	25% - 50%	5111263
Osagie Olufela Imasogie	Member	1 Dec 2016	25% - 50%	4998610
Zoltan Kerekes	Member	1 Dec 2016	25% - 50%	6930166

Based in Philadelphia

The principal office where Pipv Management, LP performs its advisory services is located at 2005 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 267-765-3220. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at phoenixipv.com/.