PFM HEALTH SCIENCES, LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 146747
- Registered since
- April 10, 2008
- Website
- www.pfmhealthsciences.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
PFM Health Sciences, LP is a limited partnership formed in 2008 that manages pooled investment vehicles with a focus on health-related equities and alternative strategies. The firm acts as an adviser and operator of pooled vehicles (serving as sponsor, general partner and managing member) and performs CPO/CTA activities. Its client base is institutional, and its fee model combines a percentage-of-assets component with performance-based fees. The manager is flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JONATHAN ALJOE
Chief Financial OfficerCRD 7778002
DARREN MOONEY
Chief Compliance OfficerCRD 7589653
Contacts
1 of 1BRIAN GROSSMAN
Managing PartnerCRD 2505276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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