P10 Management

Management criteria checks 1/4

P10's CEO is Luke Sarsfield, appointed in Oct 2023, has a tenure of 1.08 years. total yearly compensation is $8.10M, comprised of 2.4% salary and 97.6% bonuses, including company stock and options. directly owns 0.15% of the company’s shares, worth $2.35M. The average tenure of the management team and the board of directors is 0.8 years and 3.1 years respectively.

Key information

Luke Sarsfield

Chief executive officer

US$8.1m

Total compensation

CEO salary percentage	2.4%
CEO tenure	1.1yrs
CEO ownership	0.2%
Management average tenure	less than a year
Board average tenure	3.1yrs

Recent management updates

Recent updates

P10 Hits Fundraising Target 6 Months Early, Showing Strong Demand (Rating Upgrade)

Aug 21

P10 (NYSE:PX) Has Announced A Dividend Of $0.0325

Aug 14

P10 (NYSE:PX) Will Pay A Larger Dividend Than Last Year At $0.0325

May 19

P10 announces $20M increase to stock buyback program

Dec 27

P10 Grows Revenue But Valuation Drops May Weigh On Stock

Nov 04

Market Participants Recognise P10, Inc.'s (NYSE:PX) Earnings

Nov 04

P10: Stable Profits In A Choppy Market

Oct 19

P10 goes ex-dividend tomorrow

Aug 25

P10 Non-GAAP EPS of $0.19 beats by $0.01, revenue of $46.7M beats by $2.95M

Aug 11

Alluvial Capital - P10 Inc.: Supremely Stable And Predictable Cash Flows

Apr 30

P10: Remains My Largest Holding, Undervalued And Growing Like Crazy

Feb 04

CEO Compensation Analysis

How has Luke Sarsfield's remuneration changed compared to P10's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$12m
Jun 30 2024	n/a	n/a	US$3m
Mar 31 2024	n/a	n/a	-US$3m
Dec 31 2023	US$8m	US$191k	-US$7m

Compensation vs Market: Luke's total compensation ($USD8.10M) is above average for companies of similar size in the US market ($USD5.50M).

Compensation vs Earnings: Insufficient data to compare Luke's compensation with company performance.

CEO

Luke Sarsfield (50 yo)

1.1yrs

Tenure

US$8,095,180

Compensation

Mr. Luke A. Sarsfield, III serves as CEO of P10, Inc. since October 23, 2023 and serves as its Director since October 2023 and serves as its Chairman from June 14, 2024. He served as Chief Commercial Offic...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Luke Sarsfield	Chairman of the Board	1.1yrs	US$8.10m	0.15% $ 2.3m
Amanda Coussens	Executive VP	3.8yrs	US$1.21m	0.027% $ 414.7k
Mark Hood	Executive VP of Operations & Chief Administrative Officer	less than a year	no data	0.074% $ 1.1m
Melodie Craft	General Counsel	less than a year	no data	no data
Richard Jensen	Executive VP and Head of Strategy and M&A	less than a year	no data	0.049% $ 758.4k
Sarita Jairath	Executive VP and Global Head of Client Solutions	less than a year	no data	no data
Andrew Corsi	Corporate Controller	no data	no data	no data
Nell Blatherwick	Secretary	no data	no data	1.01% $ 15.6m

0.8yrs

Average Tenure

51yo

Average Age

Experienced Management: PX's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Luke Sarsfield	Chairman of the Board	1.1yrs	US$8.10m	0.15% $ 2.3m
Scott Gwilliam	Independent Director	3.2yrs	US$175.00k	0.79% $ 12.1m
Robert Stewart	Independent Director	7.3yrs	US$175.00k	0.11% $ 1.7m
Edwin Poston	Director	3.2yrs	no data	0.19% $ 2.9m
David McCoy	Independent Director	1.4yrs	no data	2.61% $ 40.2m
Travis Barnes	Independent Director	3.1yrs	US$175.00k	0.054% $ 832.6k
Tracey Benford	Lead Independent Director	less than a year	no data	0.025% $ 384.0k

3.1yrs

Average Tenure

52.5yo

Average Age

Experienced Board: PX's board of directors are considered experienced (3.1 years average tenure).

P10 Management

Management criteria checks 1/4

Key information

Recent management updates

Insider recently sold US$4.7m worth of stock

Director notifies of intention to sell stock

Insider recently sold US$2.5m worth of stock

Chairman of the Board exercised options and sold US$1.3m worth of stock

P10 Names Sarita Narson Jairath as EVP and Global Head of Client Solutions

Independent Director recently bought US$164k worth of stock

Recent updates

Insider recently sold US$4.7m worth of stock

Director notifies of intention to sell stock

Insider recently sold US$2.5m worth of stock

Consensus EPS estimates fall by 21%, revenue upgraded

Price target increased by 9.9% to US$13.50

Third quarter dividend of US$0.035 announced

Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

P10, Inc. Declares A Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 20, 2024

Chairman of the Board exercised options and sold US$1.3m worth of stock

P10, Inc. to Report Q3, 2024 Results on Nov 07, 2024

Price target increased by 7.8% to US$11.86

P10: Improved Outlook For Growth With Lower Margins

Price target increased by 7.7% to US$10.93

P10 (NYSE:PX) Is Due To Pay A Dividend Of $0.035

Second quarter dividend of US$0.035 announced

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

P10 Names Sarita Narson Jairath as EVP and Global Head of Client Solutions

P10, Inc. to Report Q2, 2024 Results on Aug 08, 2024

Independent Director recently bought US$164k worth of stock

Upcoming dividend of US$0.035 per share

P10, Inc.: An Assessment On An Alternative Investment Management Company

P10's (NYSE:PX) Shareholders Will Receive A Bigger Dividend Than Last Year

First quarter dividend of US$0.035 announced

P10, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 20, 2024

First quarter 2024 earnings released: EPS: US$0.044 (vs US$0.005 in 1Q 2023)

P10, Inc. Appoints Melodie Craft as Its General Counsel

High number of new directors

Alluvial Capital - P10, Inc.: Not On My 'Best Risk-Adjusted Ideas' List

P10, Inc., Annual General Meeting, Jun 14, 2024

P10, Inc. to Report Q1, 2024 Results on May 08, 2024

P10, Inc. (NYSE:PX) Not Lagging Industry On Growth Or Pricing

Insider recently sold US$602k worth of stock

Insider recently sold US$891k worth of stock

Fourth quarter dividend of US$0.033 announced

Full year 2023 earnings: EPS misses analyst expectations

Price target decreased by 13% to US$12.36

P10, Inc. Declares Quarterly Cash Dividend, Payable on March 26, 2024

P10, Inc. Announces Chief Operating Officer William Souder to Retire, Effective May 2024

P10, Inc. to Report Q4, 2023 Results on Feb 29, 2024

P10: I Expect Shares To Double Over The Next 3 Years

Head of Originations & Distribution recently sold US$303k worth of stock

Upcoming dividend of US$0.033 per share at 1.4% yield

P10 May Benefit From Easing Rates And Wider Distribution

P10 (NYSE:PX) Will Pay A Dividend Of $0.0325

Third quarter 2023 earnings: EPS misses analyst expectations

P10, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2023

Executive Chairman exercised options and sold US$529k worth of stock

P10, Inc. Announces the Appointment of Luke Sarsfield as the New Chief Executive Officer

P10, Inc. Announces the Appointment of Luke Sarsfield as the New Chief Executive Officer

P10 (NYSE:PX) Is Due To Pay A Dividend Of $0.0325

Upcoming dividend of US$0.033 per share at 1.0% yield

P10 Hits Fundraising Target 6 Months Early, Showing Strong Demand (Rating Upgrade)

Consensus EPS estimates fall by 73%, revenue upgraded

Insider recently sold US$252k worth of stock

New major risk - Financial position

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

P10 (NYSE:PX) Has Announced A Dividend Of $0.0325

P10, Inc. Declares Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on September 20, 2023

P10, Inc. to Report Q2, 2023 Results on Aug 10, 2023

Consensus EPS estimates fall by 14%, revenue upgraded

P10 (NYSE:PX) Will Pay A Larger Dividend Than Last Year At $0.0325

First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Head of Originations & Distribution recently sold US$200k worth of stock

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus EPS estimates fall by 18%, revenue upgraded

P10, Inc. to Report Q4, 2022 Results on Mar 06, 2023

P10 announces $20M increase to stock buyback program

Upcoming dividend of US$0.03 per share

Less than half of directors are independent