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P2 International Usa, Inc. (Purchase)


P2 International Usa, Inc. is a large advisory firm based in Purchase. It manages $128.05 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

P2 International Usa provides portfolio management for businesses and institutional clients and technology & marketing support services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

P2 International Usa: assets under management

The assets under management (AUM) of P2 International Usa, Inc. is $128.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $128.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay P2 International Usa, Inc. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Psa Platform Limited Shareholder 1 Feb 2010 75% - 100% foreign

Based in Purchase

The principal office where P2 International Usa, Inc. performs its advisory services is located at 27 Harrows Lane, Purchase, NY 10577, 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 914-310-7165. The normal business hours are 9-5 on Monday - Friday.


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