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Gerri Holt Grossmann

PCP MANAGERS, L.P.·SAN FRANCISCO, California
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FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 2825970Firm CRD# 157398
01

About

Gerri Holt Grossmann is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PCP MANAGERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PCP MANAGERS, L.P.
PARTHENON CAPITAL PARTNERS
AUM
$12.9B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at PCP MANAGERS, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CLOSING FEES PAID BY NON-DISCRETIONARY CLIENT
Regulatory
SEC/IARD CRD# 2825970
Firm CRD# 157398
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerri Holt Grossmann offer?
Gerri Holt Grossmann specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Gerri Holt Grossmann's credentials?
Gerri Holt Grossmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerri Holt Grossmann located?
Gerri Holt Grossmann is based in SAN FRANCISCO, California, working with PCP MANAGERS, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Gerri Holt Grossmann charge for services?
Gerri Holt Grossmann's firm is compensated through percentage of aum, performance-based fees, other: closing fees paid by non-discretionary client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PCP MANAGERS, L.P.?
PCP MANAGERS, L.P. has approximately 42 employees and manages $12.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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