PMMSF PARTNERS, LLC

RIASEC Registered
Total AUM
$21.4M
Discretionary
$21.4M
100% of AUM
Avg account
$7.1M
Accounts
3
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 55%, Exchange Traded Equities 38%, Other 7%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities38%
  • Other7%

Contacts

3 of 3
  • ERIC HEITING

    Founder and PresidentCRD 3052881

  • JEFFREY RANDOLPH

    Managing MemberCRD 7286069

  • SNYDER ERIC

    Managing MemberCRD 7607068

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth