Envestnet Pmc

Overview

Envestnet Pmc is an institutional registered investment adviser and capital allocator that provides model portfolios, managed account platforms and advisory services to both individual/family and institutional clients. The firm is SEC-registered (since 2000) and operates as a corporation with a mix of owner types listed as domestic entity and individual. Its advisory remit spans portfolio management for individuals and small businesses, management of investment company portfolios, institutional portfolio work, selection of other advisers, and the publication of periodic investment research. Envestnet Pmc also performs other financial product salesperson functions and reports being an active ESG investor. The firm offers multiple fee arrangements — percentage-of-AUM, subscription, fixed fees and other fee types — reflecting its mix of platform, managed-account and advisory business lines. Industry affiliations include broker-dealer relationships, roles as an adviser to pooled vehicles (sponsor/GP/managing member), insurance company ties, and commodity pool/operator or CTA activity, which supports a multi-channel distribution and product offering.

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