PJT Partners Inc.
PJT Partners Inc. is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. Its filings are on EDGAR under CIK 1626115; the figures the desk reads are not on file yet.
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.8 out of ten, present 6.3 out of ten, future 7.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.0 out of ten. +14.7% a year over 10 filed years; profitable in 8 of 10. 60th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 4.5 out of ten. CrossAssetData estimate 4.5/10, confidence 35 of 100 (one part). 45th percentile among 46 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 5.5 out of ten. ROE 58%: 58¢ of profit per shareholder dollar. Leverage 83%: owes 83¢ per asset dollar. 55th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.5 out of ten. top 45% of 42 in its family; net margin 10.5%. 55th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 7.9 out of ten. top 21% of 34 in its family for leadership; chief executive since 2015. 79th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 7.8 out of ten. top 22% of 41 in its family for room to expand. 78th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 8.0 out of ten. top 20% of 41 in its family for growth drivers. 80th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.8 out of ten. top 42% of 40 in its family for expectations against reality. 58th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-28 (on EDGAR). Newest filing: Form 3, 2026-10-02. Filings on record since 2015. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Advisory Fees 88%, Placement Fees 11%, Interest Income and Other 2%. As tagged in its annual report (Form 10-K, filed 2026-02-26).
Who runs it
Taubman, Paul J (Chairman and CEO); Meates, Helen T (Chief Financial Officer); Lee, Ji-Yeun (Managing Partner); Travin, David Adam (General Counsel); Cornwell, Kievdi Don (director); Costos, James (director); Currie, Peter L S (director); Rafferty, Emily K (director); Ryan, Thomas M (director); Skaugen, Grace Reksten (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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