Se connecter Inscription gratuite

Pcg International LLC (Washington)


Pcg International LLC is a large advisory firm based in Washington. It manages $247.05 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and District of Columbia.

Logo

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

Pcg International: assets under management

The assets under management (AUM) of Pcg International LLC is $247.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $247.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.35 million each.
Pcg International has custody of $3.75 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pcg International LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc Pacific Corporate Group Holdings Member 1 Apr 2001 Other 33-0317051
Christopher James Bower Member 1 Apr 2001 Other 1013420
Philip Michael Posner Member 1 Apr 2001 Other 2109047
Tara Ann Blackburn Member 1 Apr 2001 Other 2947859
Timothy R Kelleher Member 1 Sep 2003 Other 4783064
Stephen James Moseley Member 1 Apr 2004 Other 1634605
Monte Brem Member 1 Jan 2005 Other 4912810
Stephen Jonas Cowan Member 1 Apr 2005 Other 4969504
Eugene Vincent Pohren Member 1 Apr 2005 Other 4969505
Stephen Bradley O'neill Member 1 Apr 2005 Other 4706580
Douglas Lowell Meltzer Member 1 Jan 2006 Other 2093655

Based in Washington

The principal office where Pcg International LLC performs its advisory services is located at 616 H. Street N.W., Washington, DC 20001, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-824-1600 or by fax 202-824-4300. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.pcgfunds.com.


Registered investment advisers similar to Pcg International LLC