PMV CAPITAL ADVISERS, LLC
Adviser information for PMV CAPITAL ADVISERS, LLC last updated from Form ADV on March 29th, 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 | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 110 | $79.0M |
| Non-Discretionary | 0 | $0 |
| Total | 110 | $79.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 35 | $4.1M |
| HNW Individuals | 13 | $14.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $23.3M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $36.8M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $25 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
15660 DALLAS PKWYSUITE 1250
DALLAS
TX
United States
Monday - Friday, 8-5
Tel: 972-850-0146, Fax: None
Chief Compliance Officer
ANDREW NALL
15660 DALLAS PKWY
SUITE 1250
DALLAS
TX
United States
Tel:
972-850-0146
A**********@*************M
(Full email address available in API data)
Regulatory Contact
DANIEL SNOVER
PRESIDENT
15660 DALLAS PKWY
SUITE 1250
DALLAS
TX
United States
Tel:
972-850-0146
D************@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PMV CAPITAL LLC | Domestic Entity | – | OWNER | 03/2020 | > 75% |
| SNOVER, DANIEL, RAY | Individual | PMV CAPITAL LLC | OWNER | 03/2020 | 25-50% |
| NALL, ANDREW, JOSEPH | Individual | PMV CAPITAL LLC | OWNER | 03/2020 | 25-50% |
| DIGIANNANTONIO, MARK, PHILIP | Individual | – | COO | 03/2020 | < 5% |
| SNOVER, DANIEL, RAY | Individual | – | PRESIDENT | 03/2020 | < 5% |
| NALL, ANDREW, JOSEPH | Individual | – | CCO | 03/2020 | < 5% |