Private Financial Management LLC
● SEC registered since 2024CRD 313167SEC# 801-129838
Ranks #5,377 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$158.7M
Fund GAV
$1.9M
Private funds
2
Employees
1
Accounts
31
Location
—
Private Financial Management LLC assets under management
Private Financial Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $158.7 million in regulatory assets under management and employs 1 people. Private Financial Management LLC manages 2 private funds with combined gross assets of $1.9 million, including SPV II, a Series of Pfm Venture Master LLC. By regulatory assets, it ranks 5,377 of 6,004 private fund managers.
Private Financial Management LLC private funds
2 funds · $1.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| SPV II, a Series of Pfm Venture Master LLC | Venture Capital | $1.8M | $10K |
| SPV Commsor B, a Series of Pfm Venture Master LLC | Venture Capital | $10K | $10K |
Private Financial Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David George Born Control | Founder, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Private Financial Management LLC manage?
Private Financial Management LLC reports $158.7 million in regulatory assets under management on its Form ADV.
How many private funds does Private Financial Management LLC manage?
Private Financial Management LLC manages 2 private funds with combined gross assets of $1.9 million.
How many employees does Private Financial Management LLC have?
Private Financial Management LLC reports 1 employees.
Does Private Financial Management LLC disclose fund performance?
Private Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (925)254-3790 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.7M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$158.7Mregulatory AUM
Discretionary $150.2MNon-discretionary $8.5M
Service providers
Auditor