PMMSF PARTNERS, LLC
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 310316
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.95%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pmmsf Partners, LLC is a small, LLC-structured adviser operating as a hedge fund manager that serves institutional investors. The firm’s primary activity is portfolio management for pooled investment vehicles; it also functions as an adviser/sponsor and as a general partner/managing member for the funds it runs. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm does not report itself as a capital allocator, is not an active ESG investor, and does not describe multi-state adviser status.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities38%
- Other7%
Contacts
3 of 3ERIC HEITING
Founder and PresidentCRD 3052881
JEFFREY RANDOLPH
Managing MemberCRD 7286069
SNYDER ERIC
Managing MemberCRD 7607068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 1111 Deming Way
- Time zone
- CT (UTC-6)
- Office locations
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