PCM Encore, LLC
Firm details
- Headquarters
- Aspen, Colorado
- CRD number
- 333127
- Registered since
- October 3, 2024
- Website
- encoreinvestment.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.05%
- Corporations / Businesses8%
- Individuals1.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
PCM Encore, LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2024. The firm acts as a capital allocator for a mix of individual/family and institutional clients, providing financial planning and discretionary portfolio management for both retail and business/institutional accounts. Its advisory services include selecting third‑party managers and serving as sponsor or general partner and managing member of pooled investment vehicles. PCM Encore charges both percentage‑of‑AUM and fixed fees and indicates active consideration of environmental, social and governance (ESG) factors in its investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds20%
- Other18%
- Non-Exchange Traded Equities7%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$118M in ETFs
90%
$107M
6%
$11.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.4M | 20,914 | 12.12% |
Location
Aspen, CO
Pitkin
Location
Aspen, CO
Headquartered in Aspen, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Pitkin
- Address
- 520 E Cooper Ave
- Time zone
- MT (UTC-7)
- Office locations
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