PMV Capital Advisers LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
PMV Capital Advisers LLC
CRD #308010
SEC #801-126826
CIK #0001980695
AUM $132.0 M (2026-03-31)
Employees 4 (75% Investors, 0% Brokers)
Phone972-850-0146
Address15660 Dallas Pkwy
Dallas, TX 75248-3335
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
14011284562802010201520212027
CIK Period
0001980695
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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 57 6.4
(b) Individuals (high net worth individuals) 24 16.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 53.8
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 53.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.6
(n) Other 0 0.0
Total 140 132.0
By Discretionary
Discretionary 140 132.0
Non-Discretionary 0 0.0
Total 140 132.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 132.0
Total 140 132.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001980695]
Comparable Firms State AUM ($B)
Jansen Wealth Management LLC
WI 0.1
Wealth EASE Wealth Management LLC
MI 0.1
Ramsey Hill Asset Management LLC
0.1
Tripletail Wealth Management LLC
FL 0.1
Canterbury Capital Wealth Management LLC
AL 0.1
Lee-Way Financial Services Inc
MS 0.1
JGC Wealth Management LLC
OR 0.1
Blue Line Capital LLC
IL 0.1
Advisor Compliance Partners LLC
HI 0.1
PW Advisors LLC
FL 0.1
Terms | Privacy | Guide
tony@aum13f.com