PM MGMT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ENCINO, California
CRD number
335729
Registered since
July 28, 2025

Firm profile

FINTRX

Overview

PM Mgmt, LP is organized as a limited partnership and is registered with the SEC as of 2025. The firm’s public footprint indicates it operates primarily through pooled vehicles rather than traditional advisory relationships with retail clients. Industry affiliations tied to the firm include other investment advisers, a trust company, an insurance company and a pension consultant, suggesting a business model that serves institutional or institutional-like structures and works alongside fiduciary and insurance platforms. The firm is not identified as an active ESG investor and is not documented as a multi-state adviser. Classification data is listed as unclassified, and it does not present itself publicly as a capital allocator in the conventional sense — instead, its advisory activity appears concentrated on managing pooled funds.

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

1 of 1
  • MICHAEL LAMENA

    Chief Executive OfficerCRD 2797064

Contacts

3 of 5
  • VERONICA MOO

    DirectorCRD 5867442

  • Chris Bucci

    PresidentCRD 8138216

  • MARTIN MEEKS

    PartnerCRD 4908647

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ENCINO, CA

LOS ANGELES

Location

ENCINO, CA

Headquartered in ENCINO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
16030 Ventura Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth