P1 Capital LLC

P1 Capital LLC (CRD# 174246) is a financial advisory firm headquartered in Miami, FL. They manage $23,229,786 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $11,614,893
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at P1 Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
David T. Collis
CRD#: 4543395
1221 Brickell Avenue, Suite 916, Miami, FL 33131
96
Wealthminder
score

David Collis (CRD# 4543395) is an Investment Advisor Representative working at P1 Capital LLC in Miami, FL and has over 12 years of experience in the finance industry.

2
Carlos E. Saravia
CRD#: 4685266
1221 Brickell Avenue, Suite 916, Miami, FL 33131
96
Wealthminder
score

Carlos Saravia (CRD# 4685266) is an Investment Advisor Representative working at P1 Capital LLC in Miami, FL and has over 13 years of experience in the finance industry.

3
Timothy C. Sittler
CRD#: 4798656
111 Congress Avenue, Suite 400, Austin, TX 78701
96
Wealthminder
score

Timothy Sittler (CRD# 4798656) is an Investment Advisor Representative working at P1 Capital LLC in Austin, TX and has over 12 years of experience in the finance industry. Timothy Sittler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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