Pcm Management Advisor, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 323946
· SEC file 801-133750
· Chagrin Falls, OH
· WWW.FACEBOOK.COM
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ADV data as of Apr 09, 2026
- Regulatory AUM
- $7.9B
- Discretionary
- $7.8B
- Clients
- 24
- Avg AUM / client
- $329M
- Accounts
- 24
- Employees
- 495
AUM over time
$7.6B
$7.9B
May 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 23 | $7.8B | 98.9% |
| Corporations and other businesses | 1 | $83.7M | 1.06% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 21.9 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having 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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗