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PF2 is a financial markets and litigation consulting boutique, with offices in New York, Los Angeles and Sydney. We are most regularly engaged on financial markets disputes or related corporate issues that require financial market and product expertise. The team at PF2 is typically hired to oversee or explain financial markets dynamics, evaluate complex financial products, or analyze risk and compliance processes and controls (and associated performance). We have worked as testifying experts or litigation strategists on large-scale litigation in the US, Canada, UK and Australia. Our team members are drawn from the financial industry, including ex-bankers and former asset managers, risk managers, insurance company professionals, and rating agency personnel. Our experts are primarily engaged on complex matters — securities litigation, insolvency & restructuring and other fact-finding investigations — typically focusing on the following areas: • Banking, Sales & Trading (incl. the provision of advice) • Asset Management • Risk Management, Practices and Procedures • Market Norms and Expectations • Models & Associated Projections/Disclosures • Financial Product and Company-level Valuations • Data Markets • Cryptocurrencies & Fintech • Credit Ratings • Ponzi Schemes • Damages For more information, including to review our research and representative matters, visit us at www.pf2se.com.

Website http://www.pf2se.com
Revenue $5.2 million
Employees 10 (5 on RocketReach)
Founded 2008
Address 85 Broad Street 29th Floor, New York, New York 10004, US
Phone +1 212-797-0215
Technologies
Industry Financial Services, Business Services General, Structured Finance, Business Services, Testifying Experts, Securitization, Expert Witness, Economic, Econometric Damages Analysis, Litigation Support, Fixed Income Commodities & Currencies (FICC), Financial Markets Investigations, Litigation Consulting, Fund Pricing Best Practices
Web Rank 23 Million
Keywords Transaction Advisory, Legal Consulting, Litigation Consulting, Financial Markets Consulting, Boutique Consulting, Securities Litigation, Financial Markets Expertise, Expert Witness Testimony, Regulatory Investigations, Fraud Investigation, Arbitration Support, Financial Modeling, Forensic Accounting, Compliance Consulting
Competitors BlackRock, Goldman Sachs, J.P. Morgan, Morgan Stanley, Fidelity Investments, Vanguard, T. Rowe Price, Wells Fargo, State Street Global Advisors, Invesco Ltd. +40 more (view full list)
SIC SIC Code 87 Companies, SIC Code 874 Companies
NAICS NAICS Code 541 Companies, NAICS Code 541611 Companies, NAICS Code 54161 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies

PF2 Securities Questions

The PF2 Securities annual revenue was $5.2 million in 2026.

Gene Phillips is the CEO of PF2 Securities.

5 people are employed at PF2 Securities.

PF2 Securities is based in New York, New York.

The NAICS codes for PF2 Securities are [541, 541611, 54161, 54, 5416].

The SIC codes for PF2 Securities are [87, 874].

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