Pmmsf Partners, LLC

Fee-Only (% of Portfolio)

PMMSF Partners is a registered investment advisor based in Madison, Wisconsin, that provides investment advisory services exclusively to private investment funds, including the Precious Metals and Miners Speculative Fund, the Precious Metals Allocation Fund, and Five and Dime SPV. The firm acts as both the investment advisor and General Partner for these funds, seeking long-term capital appreciation and absolute returns primarily through investments in precious metals, equities, exchange-traded funds, and other financial instruments. PMMSF Partners manages these portfolios on a discretionary basis, utilizing deep due diligence and a long-term investment approach. Investment advice is provided directly to the funds rather than to individual investors. The firm is led by principal owners Eric Heiting and Jeffrey Randolph.

Assets Under Management$21M
Clients2
Advisors1
Avg. per Client$11M
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)

PMMSF Partners charges an annual management fee of 1.00% of the net asset value of each investor's capital account balance, calculated and paid quarterly in advance. In addition to the management fee, PMMSF Partners receives a performance-based fee of up to 25% of profits, provided the fund achieves a 10% annual rate of return, calculated at the end of the fund's life.

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Location

1 Advisors at this firm

Pmmsf Partners, LLC - Fees, AUM & Advisors | TrueAdvisor