Investment adviser · CRD 327327
P3 ASSET MANAGEMENT
Investment adviser filing (IA)
P3 ASSET MANAGEMENT, LLC
GIG HARBOR, WA, United States · Form ADV filed May 29, 2026
- Regulatory AUM
- $40.3M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $40,306,910 | 100.0% |
Filing source
Form ADV 2109617 · May 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 29, 2026. View historical filings
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7195 WAGNER WAY NW, SUITE 104GIG HARBOR, WA, 98335, United States
CRD 327327
Filing source
Form ADV 2109617 · May 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.