PCM Management Advisor, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
3 of 5
Roberta Harris
Chief Compliance OfficerCRD 6637298

Martin Davidson
Chief Accounting OfficerCRD 5330788
Cynthia Debevec
Chief Compliance Officer / COOCRD 6045893
Contacts
3 of 5
Steven Willmann
Managing DirectorCRD 4860199
F. Mandel
Co-PresidentCRD 6045922

Ryan Lepene
Co-PresidentCRD 4697053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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