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| PMV Capital Advisers LLC
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|---|---|
| CRD # | 308010 |
| SEC # | 801-126826 |
| CIK # | 0001980695 |
| AUM | 132.0 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 972-850-0146 |
| Address | 15660 Dallas Pkwy Dallas, TX 75248-3335 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Proshares Trust II | 2.7 | ||
| SPDR Gold Trust | 2.7 | ||
| Apple Inc | 1.0 | ||
| Procter & Gamble Co | 0.3 | ||
| UnitedHealth Group Inc | 0.2 | ||
| Novo Nordisk A S | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Micron Technology Inc | 0.1 | ||
| Delta Air Lines Inc | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 6.4 |
| (b) Individuals (high net worth individuals) | 24 | 16.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 53.8 |
| (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 | 53.7 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 132.0 |
| By Discretionary | ||
| Discretionary | 140 | 132.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 140 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.0 | |
| Total | 140 | 132.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001980695] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900Y8TZIV1R1DKB38 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jansen Wealth Management LLC
✚
|
WI | 132.3 M |
|
Wealth Ease Wealth Management LLC
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|
MI | 132.2 M |
|
Ramsey Hill Asset Management LLC
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132.1 M | |
|
Tripletail Wealth Management LLC
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|
FL | 132.1 M |
|
Canterbury Capital Wealth Management LLC
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|
AL | 132.1 M |
|
Lee-Way Financial Services Inc
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|
MS | 132.1 M |
|
JGC Wealth Management LLC
✚
|
OR | 132.0 M |
|
Blue Line Capital LLC
✚
|
IL | 131.9 M |
|
Advisor Compliance Partners LLC
✚
|
HI | 131.9 M |
|
PW Advisors LLC
✚
|
FL | 131.8 M |