PMV Capital Advisers, LLC
PMV Capital Advisers, LLC is a registered investment adviser headquartered in Dallas, Texas. Founded in 2022, the firm manages investment portfolios and provides asset management services for a range of clients including individuals (both high net worth and others) and investment companies. With 5 employees, most serving as investment professionals, PMV Capital Advisers offers tailored investment management solutions.
Investment Strategy
PMV Capital Advisers implements discretionary asset management across multiple asset classes, focusing on risk-adjusted strategies and custom portfolio construction for individuals and institutional clients. The firm serves a mix of high net worth individuals and investment companies and aims to provide adaptive investment solutions, such as risk parity and ETF-based strategies, leveraging quantitative and traditional analysis approaches.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARP | PMV ADAPTIVE RISK PARITY ETF | 29.62% | $15.3M | 496,039 | $27.64 | $30.76 | +$2.5M |
I IVV | ISHARES CORE S&P 500 ETF | 11.91% | $6.1M | 9,167 | $589.12 | $669.30 | +$474.7K |
C CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 6.80% | $3.5M | 125,226 | $26.96 | $27.97 | +$741.1K |
B BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | 6.33% | $3.3M | 204,763 | $19.24 | $15.92 | +$584.3K |
U UGL | PROSHARES ULTRA GOLD | 5.22% | $2.7M | 58,434 | $51.35 | $46.06 | +$526.7K |