Pfm Health Sciences, Lp
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Overview
Pfm Health Sciences, Lp is located at 475 Sansome Street, San Francisco, CA. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Pfm Health Sciences, Lp is not a registered broker-dealer.
Pfm Health Sciences, Lp oversees $2.4 billion in assets under management across 8 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at Pfm Health Sciences, Lp includes asset-based and performance-based fees. The firm maintains affiliations with a commodity pool advisor.
Pfm Health Sciences, Lp is registered in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pfm Health Sciences, Lp by the Numbers
$2.4 billion
20
8
$303.7 million
Fee Structure
Fees for financial management largely vary depending on the services provided. Fees billed by Pfm Health Sciences, Lp most likely include some blend of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Pfm Health Sciences, Lp's largest client group by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pfm Health Sciences, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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