Ray Prasad is a CFA-designated registered investment advisor at P2, LLC, based in Acton, MA, with 5 years of industry experience. Ray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, P2, LLC charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
271 Great Road Suite 21, Acton, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ray is a director on the board of Bliss Health Inc, a private health software company, receiving option grants as compensation. He is also the Chief Investment Officer for ParadigmARQ Advisors Private Limited, an India-based investment advisory firm, spending about 10-20% of his time managing investments.
Employment History
Current Registrations
P2, LLC
State Registrations1 state
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