PMV Capital Advisers LLC

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Assets, Funds, Holdings

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PMV Capital Advisers LLC
CRD #308010
SEC #801-126826
CIK #0001980695
AUM $92.8 M (2025-03-31)
Employees 5 (80% Investors, 0% Brokers)
Phone972-850-0146
Address15660 Dallas Pkwy
Dallas, TX 75248-3335
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1008060402002011201620212026
Sector Form 13F Holdings Value ($M)
Proshares Trust II 2.2
SPDR Gold Trust 1.9
Apple Inc 0.8
Novo Nordisk A S 0.4
Exxon Mobil Corp 0.4
Procter & Gamble Co 0.3
UnitedHealth Group Inc 0.3
Microsoft Corp 0.2
Alphabet Inc 0.1
Amazon Com Inc 0.1
View All
Holdings by Sector ($M)
504030201002024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 34 5.0
(b) Individuals (high net worth individuals) 13 15.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 27.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 44.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.4
(n) Other 0 0.0
Total 106 92.8
By Discretionary
Discretionary 106 92.8
Non-Discretionary 0 0.0
Total 106 92.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 92.8
Total 106 92.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001980695]
Comparable Firms State AUM ($B)
Oakmont Wealth Advisory LLC
MD 0.1
Partners Capital Services Inc
NY 0.1
Capital Management Associates Inc
MN 0.1
Browning Capital Management LLC
0.1
Ormonde USA LLC
0.1
Compass Retirement Group LLC
MO 0.1
Social Investment Managers and Advisors LLC
NY 0.1
Bentham Wealth Advisors Inc
NY 0.1
Financial Counseling Inc
OH 0.1
Earthview Advisors LLC
FL 0.1
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