PCM Management Advisor, LLC

RIASEC RegisteredEst. 2025
Total AUM
$7.9B
Discretionary
$7.8B
99% of AUM
Avg account
$329M
Accounts
24
Employees
495
Advisory reps
10

Firm details

Headquarters
Chagrin Falls, Ohio
CRD number
323946
Registered since
June 27, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.94%
  • Corporations / Businesses1.06%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

PCM Management Advisor, LLC is a limited liability company operating as a private equity fund manager that serves institutional clients. The firm is SEC-registered (registered year listed as 2025) and reports ownership by a combination of a domestic entity and an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 5
  • Roberta Harris

    Roberta Harris

    Chief Compliance OfficerCRD 6637298

  • Martin Davidson

    Martin Davidson

    Chief Accounting OfficerCRD 5330788

  • Cynthia Debevec

    Cynthia Debevec

    Chief Compliance Officer / COOCRD 6045893

Unlock 2 more executives →

Contacts

3 of 5
  • Steven Willmann

    Steven Willmann

    Managing DirectorCRD 4860199

  • F. Mandel

    F. Mandel

    Co-PresidentCRD 6045922

  • Ryan Lepene

    Ryan Lepene

    Co-PresidentCRD 4697053

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chagrin Falls, OH

Cuyahoga

Location

Chagrin Falls, OH

Headquartered in Chagrin Falls, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
57 E Washington St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth