Panda Power Generation Infrastructure Fund, LLC is a large advisory firm based in Dallas. It manages $812.14 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.
Panda Power Generation Infrastructure Fund provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Panda Power Generation Infrastructure Fund, LLC is $812.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Panda Power Generation Infrastructure Fund, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Todd W Carter is pooled investment vehicles with 8 clients and $812.14 million of assets under management. Among the 10 most similar advisory firms, Panda Power Generation Infrastructure Fund has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $812.14 million for 8 clients. None of the firm’s clients are foreign persons or businesses.
Panda Power Generation Infrastructure Fund also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
The company employs 38 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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 don’t receive compensation from other entities for client referrals.
Todd W Carter has been acting as President since 1 Apr 2010. Robert P O'connell joined the executive team most recently as the Chief Compliance Officer.
The principal office where Panda Power Generation Infrastructure Fund, LLC performs its advisory services is located at 5001 Spring Valley Road, Dallas, TX 75244 3646, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-361-2000 or by fax 972-361-2001. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at pandafunds.com.