P2, LLC

P2, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, documenting each client’s circumstances and risk tolerance in an Investment Policy Statement and tailoring asset allocation accordingly. The firm manages a small number of accounts with roughly $4.5 million in discretionary assets and focuses primarily on equities, ETFs, mutual funds, commodities and non‑U.S. securities; it does not participate in wrap fee programs.

The firm’s investment process combines charting, cyclical, fundamental, quantitative and modern portfolio theory analyses and is implemented through a range of strategies including long‑ and short‑term trading, short sales, margin transactions and options trading. P2, LLC discloses use of derivatives and other higher‑risk instruments in separately managed accounts and operates under discretionary authority while documenting risk tolerances and monitoring accounts regularly.

P2, LLC is affiliated with an India‑based, SEBI‑regulated adviser and its principals hold an outside board position in a private health software company, relationships the firm discloses and addresses as potential conflicts. The firm requires clients to use Interactive Brokers as custodian, manages both performance‑based and non‑performance accounts (limiting performance arrangements to qualified clients), and maintains allocation and trade‑allocation policies intended to avoid systematically favoring one group of clients over another.