Pm Mgmt

Asset Manager Exempt reporting adviser

Legal name: Pm Mgmt, LP

Encino, CA

AUM

$141.4M
Private fund assets

Private funds

5
Other 5

Private fund assets

$141.4M
Gross asset value

Employees

—

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

C
President - Wealthspire
C
President, Treasurer, Secretary
M
Chief Executive Officer - Wealthspire
V
Director - Wealthspire

Funds(5)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Gbcm 2025 Historic Properties Fund, LPOther$77.9M———
Pm 2021 Historic Easement Fund LPOther$20.3M———
Gcbm 2024 Historic Properties Fund, LPOther$19.2M———
Gcbm 2023 Historic Properties Fund, LPOther$12.4M———
Historic Properties 2022, LPOther$11.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
335729
SEC file number
802-134239

Sources