PCM MANAGEMENT ADVISOR, LLC
Firm details
- Headquarters
- CHAGRIN FALLS, Ohio
- CRD number
- 323946
- Registered since
- June 27, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.94%
- Corporations / Businesses1.06%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
PCM Management Advisor, LLC operates primarily as an adviser to pooled investment vehicles with a clear tilt toward private markets. The firm serves institutional clients and acts as sponsor and general partner across its pooled vehicles, managing strategies that are weighted to private equity while also using complementary liquid and illiquid strategies. Its advisory mandates include portfolio management for pooled vehicles and for businesses or institutions, and its fee schedule combines a percentage-of-AUM component with performance-based fees, reflecting alignment with outcome-driven private fund structures. The firm does not present itself as an ESG-focused allocator and maintains a concentrated client base—typical for managers that run closed-end funds and bespoke institutional mandates. PCM’s structure and activities indicate an emphasis on taking controlling or significant minority positions through private fund vehicles while also engaging third-party managers where appropriate.
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
- Non-Exchange Traded Equities100%
Owners & executives
3 of 4CYNTHIA DEBEVEC
Chief Compliance Officer / COOCRD 6045893
MARTIN DAVIDSON
Chief Accounting OfficerCRD 5330788
Joseph Sass
Chief Financial OfficerCRD 7755562
Contacts
3 of 6JEAN-BAPTISTE GARCIA
Managing DirectorCRD 7836165
MATTHEW WHITE
CRD 5737005
STEVEN WILLMANN
Managing DirectorCRD 4860199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAGRIN FALLS, OH
CUYAHOGA
Location
CHAGRIN FALLS, OH
Headquartered in CHAGRIN FALLS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 57 E Washington St
- Time zone
- ET (UTC-5)
- Office locations
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