ENVESTNET PMC

Overview

Envestnet PMC is a corporate, independent registered investment adviser that acts as a capital allocator and platform manager for a mix of individual, family and institutional clients. The firm provides fee-based portfolio management across private and pooled vehicles and publishes investment content; it also performs selection-of-adviser services and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside subscription and fixed-fee models, and it also engages in other financial product sales. The firm identifies as an active ESG investor and distributes investment exposure through third-party managers and its own model and advisory offerings. Regulatory filings list affiliations with broker-dealers, other investment advisers, commodity pool operators/CTAs, insurers and pooled-vehicle sponsors/GPs, reflecting a multi-faceted operating footprint beyond pure advisory services.

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Location & Offices