P-SOLVE LLC Overview

P-solve Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 26 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 226MM in positions, representing 5% of the manager's regulatory AUM.

P-SOLVE LLC StockAlpha

Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

P-SOLVE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 36.66% ETF 2.09% -0.2% 0 15%
SCHB 18.13% ETF 2.11% -0.1% 1 9%
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P-SOLVE LLC Founders and Key Employees

Name Title In Position Since
Ryan D. Mcglothlin Managing Director, Chief Compliance Officer December-2009
Daniel P. Cassidy Managing Director February-2012

P-SOLVE LLC Brokers, Custodians, Auditors and Administrators

Type Company

P-SOLVE LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


We use quantitative and qualitative methods of assessing Client investment needs and risk tolerance. Once goals and risk tolerance are established and understood then a portfolio of appropriate assets can be constructed. This construction is done utilizing tools based on Modern Portfolio Theory as well as scenario-based risk analysis.

Even the most robust investment portfolios contain elements of risk that cannot be mitigated and could result in Client losses either in absolute terms or relative to a specific financial goal. Any investment strategy contains an element of risk. The primary risks in the investment strategies that we pursue are not loss of principal per se, as we diversify widely, but rather the long-term underperformance of the portfolio versus the desired goals of the Client. All investments involve different degrees of risk. Clients should be aware of their risk tolerance lev...
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P-SOLVE LLC Portfolio Concentration

P-SOLVE LLC Location

WALTHAM, Massachusetts

P-SOLVE LLC Contact Information

Phone Number: 781-373-6900
Fax Number: 781-373-6902



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