3P EQUITY PARTNERS, LLC

3 registered advisors·CRD# 297460
SEC# 801-1136230408-983-0720
01

Firm Overview

AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Performance-based fees
Other: MONITORING AND CLOSING FEES
03

Specialties

Retirement Planning
04

Advisors at 3P EQUITY PARTNERS, LLC

3 registered advisors
Leonid Nmn Perelman
SAN JOSE, California
Leonid Perelman
SAN JOSE, California
Michael A. Fishman
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. 3P EQUITY PARTNERS, LLC (CRD# 297460) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.