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P4G CAPITAL MANAGEMENT, LLC

STATELINE, NV · CRD 300645 · IAPD ↗ · p4gcap.com · (415) 510-2160

$419.0MRegulatory AUM
8Advisory reps
9Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — P4G CAPITAL MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to STATELINE, NV.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
May 2024 — P4G CAPITAL MANAGEMENT, LLC notice-filed in CO, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — P4G CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — P4G CAPITAL MANAGEMENT, LLC reported RAUM up 44% ($275.5M -> $397.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.