PFM Health Sciences, LP

RIASEC RegisteredEst. 2008
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$181M
Accounts
7
Employees
17
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
146747
Registered since
April 10, 2008
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PFM Health Sciences, LP is a limited partnership formed in 2008 that manages pooled investment vehicles with a focus on health-related equities and alternative strategies. The firm acts as an adviser and operator of pooled vehicles (serving as sponsor, general partner and managing member) and performs CPO/CTA activities. Its client base is institutional, and its fee model combines a percentage-of-assets component with performance-based fees. The manager is flagged as an active ESG investor.

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

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Client base

Client personas

Owners & executives

2 of 2
  • Jonathan Aljoe

    Jonathan Aljoe

    Chief Financial OfficerCRD 7778002

  • Darren Mooney

    Darren Mooney

    Chief Compliance OfficerCRD 7589653

Contacts

1 of 1
  • Brian Grossman

    Managing PartnerCRD 2505276

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth