PC OPPORTUNITY FUND ASSET MGR, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
326598
Registered since
May 2, 2023

Firm profile

FINTRX

Overview

PC Opportunity Fund Asset Mgr, LLC is a limited liability company that acts primarily as a sponsor and manager of pooled investment vehicles, with its activity concentrated in closed-end private funds. The firm is SEC-registered as of 2023 and is organized as a domestic entity with individual ownership interests. It is classified as unclassified under standard advisor categories and does not operate as a capital allocator or a multi-state advisory platform. The firm is not identified as an active ESG investor. Strategically, the manager focuses on originating and operating pooled vehicles rather than providing traditional advisory accounts to retail clients. Its regulatory and business profile points to a manager-built fund platform that retains GP and sponsor responsibilities, overseeing fund-level decision making, structuring and administration.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • HEN SHOVAL

    Partner and Chief Investment OfficerCRD 7733341

  • GAVIN BEEKMAN

    Founding Partner and CEOCRD 6106862

Contacts

2 of 2
  • RAYMOND CLEEMAN

    PrincipalCRD 2792167

  • JOE ACKERMAN

    Founding PartnerCRD 2558541

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
777 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth