Pgm Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 2
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Choueiri, Mario | President, Cco & Director | Oct 2018 (8y) | Less than 5% | |
| Farinacci, Giancarle, Michele | Treasurer | Oct 2018 (8y) | Less than 5% | |
| Weinberg, Martin, Sidney | Shareholder | Nov 2019 (7y) | ≈ 4.69% – 25% via Halston Court Capital Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pgm Global Holdings Inc. | Shareholder | Oct 2018 | A | 75% or more |
| Halston Court Capital Inc. | Shareholder | Nov 2019 | B | ≈ 18.75% – 50% via Pgm Global Holdings Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weinberg, Martin, Sidney: 25% – 50% of Halston Court Capital Inc. × 25% – 50% of Pgm Global Holdings Inc. × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Halston Court Capital Inc.: 25% – 50% of Pgm Global Holdings Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Commissions
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗