9AT: P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT, LLC

Adviser Profile

As of Date	05/29/2026
Registration	SEC, Approved, 07/27/2023
ADV Location	GIG HARBOR, WA, United States
Contact Info	253 xxxxxxx
Websites

AUM^*	40,306,910
of that, discretionary	40,306,910 100%
Number of Employees	3 -57%
of those in investment advisory functions	2 -71%
Private Fund GAV^*	0
Avg Account Size	5,038,364
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

43M 37M 31M 25M 18M 12M 6M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

P3 Asset Management, LLC (“P3AM” or the “Firm”), a Delaware limited liability company, was formed on June 26, 2023. The Firm is registered with the SEC under the Investment Advisers Act of 1940, as amended (the “Act”). Its principal place of business is in Gig Harbor, Washington. Rene Ramirez and the owners of Sound Wealth Partners (“SWP”) own 51% and 26%, respectively, of P3AM. Rene Ramirez serves as P3AM’s president and co-manager and Ed Smith and SWP are also its co-managers. Craig Johnsen serves as its CCO. P3AM is under common control with Fortitude Advisory Group L.L.C. (“Fortitude”), an SEC-registered adviser, and is subject to Fortitude’s compliance program. The Firm’s services are currently provided only to collective investment trusts (each a “CIT”) pursuant to investment management agreements with such CITs’ trustees. The firm serves, or intends to serve, as the investment adviser to one or more CITs sponsored by Benefit Trust Company; provided that the Firm may serve as an adviser to other CITs

in the future. The CITs are available only to certain retirement plans, as permitted under the U.S. Treasury Department’s guidance for such a group trust. Although the Firm acts as investment adviser to the CITs, with respect to certain portfolio strategies, e.g., global equities, it retains an equity subadviser who, in turn, provides such investment advisory services subject to the Firm’s oversight. The Firm provides continuous investment advice to its CIT clients in accordance with such CITs’ investment objectives and the investment management agreement(s) and subject to the oversight of the trustee. CITs and their respective trustees may elect to impose reasonable restrictions on investing in certain securities, types of securities, companies and/or industry sectors. Amount of Assets Under Management As of today, the Firm has $0 regulatory assets under management. However, it anticipates having approximately $2 million under management within 90 days.

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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P3 ASSET MANAGEMENT P3 ASSET MANAGEMENT P3 ASSET MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT, LLC