Pmmsf Partners, LLC

RIASEC Registered
Total AUM
$21.4M
Discretionary
$21.4M
100% of AUM
Avg account
$7.1M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
Madison, Wisconsin
CRD number
310316
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.95%
  • Corporations / Businesses0.05%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pmmsf Partners, LLC is structured as a limited liability company that functions primarily as a pooled-vehicle manager. The firm operates across hedge fund and private equity strategies and is described as a multifaceted fund manager. Its client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees, which aligns with a hedge-fund style economics. Advisory activity centers on portfolio management for pooled investment vehicles; the firm also serves in sponsor and general-partner roles for the vehicles it manages. Pmmsf is not positioned as an ESG-focused or multi-state adviser in the available records.

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: Public Funds/Mutual Funds 55%, Exchange Traded Equities 38%, Other 7%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities38%
  • Other7%

Contacts

3 of 3
  • Eric Heiting

    Eric Heiting

    Founder and PresidentCRD 3052881

  • Jeffrey Randolph

    Managing MemberCRD 7286069

  • Snyder Eric

    Managing MemberCRD 7607068

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
1111 Deming Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth