Prmim

RIASEC RegisteredEst. 2021
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$1.5B
Accounts
1
Employees
9
Advisory reps
3

Firm details

Headquarters
Mount Laurel, New Jersey
CRD number
313210
Registered since
April 26, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prmim is a limited liability company and SEC-registered institutional RIA that began registration in 2021. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. It is active as a sponsor, general partner, and managing member of pooled vehicles and also conducts other financial product sales activities. Fee arrangements include performance-based fees alongside other fee types. Prmim does not identify as an active ESG investor, is not a pension consultant, and is not organized as a multi-state adviser.

Assets & Accounts

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

Owners & executives

3 of 3
  • Brad Brautigam

    Brad Brautigam

    Chief Financial OfficerCRD 7351088

  • Barry Bier

    Chief Executive Officer and Co-Chief Investment OfficerCRD 7351086

  • Sandy Blitzer

    Co-Chief Investment OfficerCRD 2163932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Laurel, NJ

Burlington

Location

Mount Laurel, NJ

Headquartered in Mount Laurel, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
2000 Midlantic Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth