PMV CAPITAL ADVISERS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 308010
- Registered since
- November 4, 2022
- Website
- www.pmvcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies40.72%
- Other Investment Advisers40.64%
- HNWI12.63%
- Individuals4.81%
- Corporations / Businesses1.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
PMV Capital Advisers, LLC is an SEC‑registered investment adviser organized as an LLC and registered in 2022. The firm serves individual and family clients alongside institutional investors, providing discretionary portfolio management for individuals/small businesses and for investment companies. PMV charges fees based on a percentage of assets under management and is not designated as a capital allocator; it does, however, deploy client capital into third‑party alternative funds alongside mutual fund and ETF exposures. The firm does not present itself as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2MARK DIGIANNANTONIO
Chief Operating OfficerCRD 7237776
DANIEL SNOVER
President, Chief Investment OfficerCRD 5161189
Contacts
2 of 2Andrew Nall
CCOCRD 7237769
James Leffler
PartnerCRD 7522992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$56.2M in ETFs
51%
$28.6M
49%
$27.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PMV ADAPTIVE RISK PARITY ETF (ARP) | Active | Tactical Allocation | $18.7M | 596,088 | 33.28% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 15660 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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