SourcingSourcing

PC3 PARTNERS, LLC

C32
CRD 339659·SEC 801-134994·MIAMI BEACH, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PC3 PARTNERS, LLC
CRD
339659
SEC file #
801-134994
EIN
981893233
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
11/19/2025
ADV-W filed at
—
Website
pc3partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONTFORD, MICHAEL, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MONTFORD, MICHAEL, JOHN
LESLAU, NOAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PC3PARTNERS.COM
Rdap Domain Creation Date
2025-01-24T23:17:53Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002108388
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-30
Edgar Last Filing Date
2026-01-30
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-302026-01-30 · 0002108388-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Goldman Sachs2
Northern Trust2
Morgan Stanley2
Edgar Addresses
Mailing
1688 MERIDIAN AVENUESUITE 802MIAMI BEACH, FL 33139
Business
PAVILION EASTCRICKET SQUAREGRAND CAYMAN, KY1-1001Cayman Islands
Edgar EIN
981893233
Edgar Recent Filings
D2026-01-30 · 0002108388-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-01-24T23:17:53Z
Rdap Domain Last Changed
2026-01-02T15:23:08Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6945777
Trust Company Affiliate
No

People (2)

2
MICHAEL JOHN MONTFORD
Direct Owner · 87.5%
6945777
LESLAU, NOAM
Direct Owner · 17.5%
8192310