|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| PMV Capital Advisers LLC
✚
|
|
|---|---|
| CRD # | 308010 |
| SEC # | 801-126826 |
| CIK # | 0001980695 |
| AUM | $92.8 M (2025-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 972-850-0146 |
| Address | 15660 Dallas Pkwy Dallas, TX 75248-3335 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001980695 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Proshares Trust II | 2.2 | ||
| SPDR Gold Trust | 1.9 | ||
| Apple Inc | 0.8 | ||
| Novo Nordisk A S | 0.4 | ||
| Exxon Mobil Corp | 0.4 | ||
| Procter & Gamble Co | 0.3 | ||
| UnitedHealth Group Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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 |