SourcingSourcing

PCM MANAGEMENT ADVISOR, LLC

C29
CRD 323946·SEC 801-133750·CHAGRIN FALLS, OH
AUM
$7.89B
$1B+
Est. Revenue
$78.9M
@ 1% on AUM
Est. EBITDA
$23.7M
@ 30% margin
Est. Deal Value
$189.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PCM MANAGEMENT ADVISOR, LLC
CRD
323946
SEC file #
801-133750
EIN
—
DBA names
—

Economics

AUM
$7.89B
AUM band
$1B+
AUM trajectory
'25'26
$7.64B → $7.89B▲ +3%
Client mix
Pooled Investment Vehicles23
Corporations1

Operations

Employees (total)
495
Advisory staff (per ADV)
38
Advisory staff (5-yr trend)
'25'26
23 advisors → 38 advisors▲ +65%
Primary office
CHAGRIN FALLS OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
peppertreecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PCM OPCO I, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
PCM OPCO I, LLC
DAVIDSON, MARTIN, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PEPPERTREECAPITAL.COM
Rdap Domain Creation Date
2004-06-03T19:20:39Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5232
Soi Zip Pct 200k Plus
0.3126
Soi Zip Returns 200k Plus
2,760
Soi Zip Total AGI
2,877,119
Fdic Zip Total Deposits
11,433,609,000
Fdic Zip Branch Count
273
Fdic Zip Top Banks
The Huntington National Bank
Keybank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank One, Cleveland, National AssociationBainbridge Township, OH
Society National BankChagrin Falls, OH
Fdic Zip HHI
996.04
Fdic Zip Top Bank Share Pct
19.29
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-03T19:20:39Z
Rdap Domain Last Changed
2024-04-04T06:14:14Z
Rdap Nameservers
Ns1.verio.comNs2.verio.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,343
Returns1,770
Stub 2
AGI32,379
Returns880
Stub 3
AGI50,741
Returns820
Soi Zip Total Business Income
84,979
Soi Zip Total Cap Gains
578,754
Soi Zip Total Dividends
165,192
Soi Zip Total Returns
8,830
Trust Company Affiliate
Yes

People (10)

10
DAVIDSON, MARTIN, LOUIS
Executive Officer · 2.5%
5330788
DEBEVEC, CYNTHIA, LILL
Executive Officer · 2.5%
6045893
GARCIA, JEAN-BAPTISTE
Executive Officer · 2.5%
7836165
HARRIS, ROBERTA, JOANN
Executive Officer · 2.5%
6637298
LEPENE, RYAN, DAVID
Executive Officer · 2.5%
4697053
MANDEL, HOWARD, F.
Executive Officer · 2.5%
6045922
Sass, Joseph, Anthony
Executive Officer · 2.5%
7755562
TUPA JR, MARK, DAVID
Executive Officer · 2.5%
5797595
WHITE, MATTHEW, JAMES
Executive Officer · 2.5%
5737005
WILLMANN, STEVEN, ANDREW
Executive Officer · 2.5%
4860199