PCM Management Advisor, LLC

RIASEC Registered

Total AUM

$7.9B

Discretionary

$7.8B

99% of AUM

Avg account

$329M

Accounts

Employees

495

Advisory reps

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 is a limited liability company operating as a private equity fund manager that serves institutional clients. The firm is SEC-registered (registered year listed as 2025) and reports ownership by a combination of a domestic entity and an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.