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P10, Inc. Create: Alert

All | News | Filings
Date FiledTypeDescription
08/14/2023 10-Q Quarterly Report for the period ended June 30, 2023
08/10/2023 8-K Investor presentation, Quarterly results
Docs: "P10 Reports Second Quarter 2023 Results Record Fundraising and Deployment Drives Double-Digit Revenue Growth",
"18.0 18.7 20.1 103 106 115",
"FPAUM 15 INV. PROFESSIONALS 58 VEHICLES 2001 INCEPTION 20 VEHICLES 2007 INCEPTION 11 VEHICLES 1980 INCEPTION 37 VEHICLES 1999 INCEPTION"
05/30/2023 SC 13G Gehl Jeff Patrick reports a 6.7% stake in P10, INC.
04/24/2023 DEF 14A Form DEF 14A - Other definitive proxy statements:
03/27/2023 10-K Annual Report for the period ended December 31, 2022
03/06/2023 8-K Investor presentation, Quarterly results
Docs: "UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549",
"P10 Reports Fourth Quarter and Full Year 2022 Earnings Results",
"Q4 2022 Company Overview"
02/28/2023 SC 13G/A Altai Capital Management, L.P. reports a 0% stake in P10, Inc.
02/14/2023 SC 13G Blatherwick Nell M. reports a 9.4% stake in P10, Inc.
02/14/2023 SC 13G/A T. Rowe Price Investment Management, Inc. reports a 10.9% stake in P10 INC-A
02/13/2023 SC 13G/A Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
02/01/2023 SC 13G/A Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
01/26/2023 S-8 Form S-8 - Securities to be offered to employees in employee benefit plans:
01/25/2023 5 Gehl Jeff Patrick (See Remarks) has filed a Form 5 on P10, Inc.
01/25/2023 5 Jon I. Madorsky Revocable Trust dated December 1, 2008 (See Remarks) has filed a Form 5 on P10, Inc.
01/12/2023 EFFECT Form EFFECT - Notice of Effectiveness:
12/28/2022 8-K/A Financial Statements and Exhibits  Interactive Data
Docs: "8-K/A",
"Consent of Deloitte & Touche LLP",
"Audited consolidated financial statements of Westech Investment Advisors LLC and Subsidiaries as of and for the year ended December 31, 2021",
"Unaudited consolidated financial statements of Westech Investment Advisors LLC and Subsidiaries as of as of September 30, 2022 and for the period from January 1, 2022 through September 30, 2022",
"Unaudited pro forma financial information as of and for the nine months ended September 30, 2022 and for the year ended December 31, 2021"
12/16/2022 S-3/A Form S-3/A - Registration statement under Securities Act of 1933: [Amend]
11/14/2022 10-Q Quarterly Report for the period ended September 30, 2022
11/09/2022 S-3 Form S-3 - Registration statement under Securities Act of 1933:
10/27/2022 PRE 14A Form PRE 14A - Other preliminary proxy statements:
10/19/2022 8-K Quarterly results
10/17/2022 8-K Results of Operations and Financial Condition, Financial Statements and Exhibits  Interactive Data
Docs: "P10 Schedules Third Quarter 2022 Earnings Release for Thursday, November 10, 2022"
10/13/2022 8-K Completion of Acquisition or Disposition of Assets, Unregistered Sales of Equity Securities, Regulation FD Disclosure, Financ...
Docs: "P10 Completes Acquisition of Western Technology Investment, Market Leader in Venture Debt"
08/26/2022 8-K Investor presentation, Credit agreement amendment
Docs: "UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549",
"Sale and Purchase Agreement, by and among Westech Investment Advisors LLC, P10, Inc., Westech Investment Management, Inc., Maurice C. Werdegar, David R. Wanek, the Bonnie Sue Swenson Survivors Trust and Jay L. Cohan, and David R. Wanek (in his capacity as the Seller Representative)",
"Exchange Agreement, by and among P10, Inc., P10 Holdings Inc., P10 Intermediate Holdings LLC, and the other signatories thereto",
"Increase Joinder and Credit Agreement First Amendment, by and among P10, Inc., the Guarantors party thereto from time to time, the Lenders party thereto from time to time and JPMorgan Chase Bank, N.A., as administrative agent and collateral agent",
"P10 Announces Agreement to Acquire Western Technology Investment, Market Leader in Venture Debt",
"Presentation"
08/15/2022 10-Q Quarterly Report for the period ended June 30, 2022
08/11/2022 8-K Investor presentation, Quarterly results
Docs: "P10 Reports Second Quarter 2022 Results",
"Q2 2022 Company Overview"
08/10/2022 SC 13G T. Rowe Price Investment Management, Inc. reports a 10% stake in P10 INC-A
08/10/2022 SC 13G/A PRICE T ROWE ASSOCIATES INC reports a 1.4% stake in P10 INC-A
07/26/2022 8-K Results of Operations and Financial Condition, Financial Statements and Exhibits  Interactive Data
Docs: "UNITED STATES SECURITIES AND EXCHANGE COMMISSION",
"P10 Schedules Second Quarter 2022 Earnings Release for Thursday, August 11, 2022"
07/12/2022 8-K Other Events, Financial Statements and Exhibits  Interactive Data
Docs: "UNITED STATES SECURITIES AND EXCHANGE COMMISSION",
"Crossroads Impact Corp Announces $180 Million Equity Investment from Funds Managed by P10 and Conversant Capital and Expanded Relationship with Enhanced Capital Group to Accelerate Growth"
06/30/2022 SC 13G DAUTEN KENT P has filed a Schedule 13D for P10, Inc.
06/28/2022 SC 13G/A Keystone Capital XXX, LLC reports a 0% stake in – Exit Filing)* P10, Inc.
06/24/2022 8-K Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements...
Docs: "P10, INC. 2021 STOCK INCENTIVE PLAN, AS AMENDED."
06/10/2022 SC 13G/A ALLIANCEBERNSTEIN L.P. reports a 2.5% stake in P10 Inc
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