Pfm Newco, L.P. (San Francisco)

Name: Pfm Newco, L.P.
Address: 1 Market Street, San Francisco, CA, 94105
Telephone: 415-281-1000

Pfm Newco, L.P. is a large advisory firm based in San Francisco. It manages $1.55 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Pfm New provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pfm New: assets under management

The assets under management (AUM) of Pfm Newco, L.P. is $1.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pfm Newco, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Pfm Newco, L.P. performs its advisory services is located at 1 Market Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-281-1000 or by fax 415-281-1076. The normal business hours are 5:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pfmlp.com.

Pfm Newco, L.P. (San Francisco)

Pfm New: assets under management

Fees & Commissions

Based in San Francisco

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