Pmmsf Partners, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities38%
- Other7%
Contacts
3 of 3
Eric Heiting
Founder and PresidentCRD 3052881
Jeffrey Randolph
Managing MemberCRD 7286069
Snyder Eric
Managing MemberCRD 7607068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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