PC3 PARTNERS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$156M
Discretionary
$156M
100% of AUM
Avg account
$52M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
339659
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PC3 Partners, LLC is an individually owned limited liability company organized as a hedge fund manager that, according to filing data, became an SEC-registered adviser in 2026. The firm focuses on portfolio management for pooled investment vehicles and acts in sponsor and general partner roles for those vehicles. Its client base is institutional, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm does not report active ESG investing, multi-state advisory operations, capital-allocation services, or pension-consulting activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL MONTFORD

    Founder & Chief Investment OfficerCRD 6945777

Contacts

1 of 1
  • NOAM LESLAU

    CRD 8192310

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, 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
1688 Meridian Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth