PRMIM
PR MORTGAGE INVESTMENT MANAGEMENT, LLC Legal Name
Adviser information for PRMIM last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $707.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $707.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $707.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based fees% OF NET ASSET VALUE |
| Other Business Activities | FRONT AND BACK OFFICE SERVICES |
Identifiers
| SEC RIA File Number | 801-120925 |
|---|---|
| SEC ERA File Number | 801-120925 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313210 |
| Legal Entity Identifier | None |
Principal Office
2000 MIDLANTIC DRIVESUITE 220
MOUNT LAUREL
NJ
United States
Monday - Friday, 8:30-5:30
Tel: 215-360-3800, Fax: None
Websites
Chief Compliance Officer
BRAD BRAUTIGAM
CFO
2000 MIDLANTIC DRIVE
SUITE 220
MOUNT LAUREL
NJ
United States
Tel:
215 360-3803
B*********@***********************M
(Full email address available in API data)
Regulatory Contact
BARRY BIER
PRESIDENT
2000 MIDLANTIC DRIVE
SUITE 220
MOUNT LAUREL
NJ
United States
Tel:
215 360-3801
B****@***********************M
(Full email address available in API data)
Industry Affiliates
| PRMIGP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PR MORTGAGE INVESTMENT, LP | RESIDENTIAL MORTGAGE LOANS AND SECURITIZATIONS | $707.6M | $1.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MERCHANTS BANCORP | Domestic Entity | – | MEMBER | 08/2019 | 10-25% |
| Bier, Barry, J | Individual | – | PRESIDENT | 08/2019 | < 5% |
| BLITZER, SANDY, JAY | Individual | – | EVP | 08/2019 | < 5% |
| Brautigam, Brad, V | Individual | – | CFO/CCO | 08/2019 | < 5% |
| B3, LLC | Domestic Entity | – | MEMBER | 08/2019 | > 75% |
| Bier, Barry, J | Individual | B3, LLC | MEMBER | 05/2019 | 25-50% |
| BLITZER, SANDY, JAY | Individual | B3, LLC | MEMBER | 05/2019 | 25-50% |
| Brautigam, Brad, V | Individual | B3, LLC | MEMBER | 05/2019 | 25-50% |