Pca Advisors, LlLP (Chapel Hill)

Name: Pca Advisors, LlLP
Address: 5915 Farrington Road, Chapel Hill, NC, 27517
Telephone: 919-401-4949

Pca Advisors, LlLP is a large advisory firm based in Chapel Hill. It manages $1.43 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of North Carolina.

Pca Advisors, L provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pca Advisors, L: assets under management

The assets under management (AUM) of Pca Advisors, LlLP is $1.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.21 million each.

Pca Advisors, L has custody of $1.04 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pca Advisors, LlLP for their services and products based on a percentage of assets under management. 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.

Careers at Pca Advisors, LlLP

Tracy Elizabeth Harris has been acting as President since 1 Mar 2008. Timothy Stevens Weld joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llp Parish Capital Advisors	General partner	1 Mar 2008	75% - 100%	20-0046491
James Alexander Mason	Managing partner	1 Mar 2008	Other	2766067
Charles Edward Merritt	Managing partner/chief compliance officer	1 Mar 2008	Other	2186327
Wendell Alan Mccain	Managing partner	1 Mar 2008	Other	2281182
David Timothy Jeffrey	Managing partner	1 Mar 2008	Other	5508360
Tracy Elizabeth Harris	Director	1 Mar 2008	Other	5508363
Bonnie Annette Mccullough	Director of finance	1 Mar 2008	Other	5509022
Julie Blandfold Plowden	Director of finance	1 Mar 2008	Other	5509024
Gabriele Evette Bowers	Director	1 Mar 2008	Other	5509029
Julie Blandford Plowden	Director of finance	1 Mar 2008	Other	5509024
Robert Sunday Azeke	Managing director	1 Apr 2009	Other	2797024
Steven Daniel Ladew	Director of finance	1 May 2009	Other	5774293
Tracy Elizabeth Harris	Partner	1 Aug 2010	Other	5508363
Katherine Sidebottom Simpson	Director	1 Aug 2010	Other	5844299
Timothy Stevens Weld	Director	1 Mar 2011	Other	5905289

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Edward Merritt	Managing partner	1 May 2003	25% - 50%	2186327
James Alexander Mason	Managing partner	1 May 2003	25% - 50%	2766067
Wendell Alan Mccain	Managing partner	1 May 2003	25% - 50%	2281182
David Timothy Jeffrey	Managing partner	1 Apr 2006	25% - 50%	5508360

Based in Chapel Hill

The principal office where Pca Advisors, LlLP performs its advisory services is located at 5915 Farrington Road, Chapel Hill, NC 27517, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-401-4949 or by fax 919-489-9500. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.parishcapital.com.