PCM MANAGEMENT ADVISOR, LLC

RIASEC RegisteredEst. 2025
Total AUM
$7.9B
Discretionary
$7.8B
99% of AUM
Avg account
$329M
Accounts
24
Employees
495
Advisory reps
10

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 4
  • CYNTHIA DEBEVEC

    Chief Compliance Officer / COOCRD 6045893

  • MARTIN DAVIDSON

    Chief Accounting OfficerCRD 5330788

  • Joseph Sass

    Chief Financial OfficerCRD 7755562

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Contacts

3 of 6
  • JEAN-BAPTISTE GARCIA

    Managing DirectorCRD 7836165

  • MATTHEW WHITE

    CRD 5737005

  • STEVEN WILLMANN

    Managing DirectorCRD 4860199

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth