Persistent Capital Partners, LLC (Franklin)

Persistent Capital Partners, LLC is a large advisory firm based in Franklin. It manages $147.86 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Tennessee.

Persistent Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Persistent Capital Partners: assets under management

The assets under management (AUM) of Persistent Capital Partners, LLC is $147.86 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 65% of the total AUM. The second-largest asset type is exchange traded securities, which make up 25% of the firm’s portfolio. Investments in investment grade corporate bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Persistent Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alex Pazdan serves?

The only and largest group of clients of Alex Pazdan is other investment advisers with 1 clients and $147.86 million of assets under management. Among the 10 most similar advisory firms, Persistent Capital Partners has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $147.86 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Persistent Capital Partners doesn't advise any private funds.

Careers at Persistent Capital Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Alex Pazdan has been acting as President since 1 Nov 2017. Pleshetta Juanita Loftin joined the executive team most recently as the Chief Operation Officer/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alex Pazdan	President	1 Nov 2017	75% - 100%	2608027
Pleshetta Juanita Loftin	Chief operation officer/cco	1 Nov 2017	Other	2449085

Based in Franklin

The principal office where Persistent Capital Partners, LLC performs its advisory services is located at 1169 Westhaven Blvd, Franklin, TN 37064 4874 The mailing address of the firm is P.O. Box 2052, Brentwood, TN 37027. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-399-2300. The normal business hours are 9am - 4pm on Monday - Friday.