PORTFOLIO MANAGEMENT TECHNOLOGY

TANG ERIC M P INC Legal Name

Adviser information for PORTFOLIO MANAGEMENT TECHNOLOGY last updated from Form ADV on January 3rd, 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	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	1
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	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	<5	$0
Banking or thrift institutions	<5	$0
Investment companies	1	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	7	$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	10
No. of Non-U.S. Clients	18
No. of Financial Planning Clients	0

Services

Advisory Services	Pension consulting servicesPublication of periodicals or newsletters
Compensation	Hourly chargesFixed fees

Identifiers

SEC RIA File Number	801-52600
SEC ERA File Number	801-52600
SEC CIK Numbers	None
SEC CRD Numbers	106135
Legal Entity Identifier	None

Principal Office

4630 GEARY BLVD #304
SAN FRANCISCO
CA
United States

Monday - Friday, 9:00 - 17:00 PST

Tel: 415-752-6981, Fax: None

Websites

portfoliomanagementtechnology.com

Chief Compliance Officer

ERIC M TANG

4630 GEARY BLVD.,#304

SAN FRANCISCO

United States

Tel: 4157526981

E****@********************************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners