Ptma Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated April 30, 2026, reports $30.6B in regulatory assets under management, 157 employees, 13 offices, and 508 accounts.
Assets Under Management
$30.6B
Employees
157
Offices
13 offices
Total Clients
161
Primary office
NAPERVILLE, IL
2135 CITYGATE LANE, 7TH FLOOR, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentGovernment represent 67.1% of total clients.
Top client categories% of clientsClients
1
Government
67.1%
108
2
Pooled Investment Vehicles
7.5%
12
3
Insurance Cos.
7.5%
12
4
HNWI
5.0%
8
5
Charitable
5.0%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.6Bas of April 30, 2026
Discretionary93.4%
$28.6B
93% of total RAUM93.4%
Non-discretionary6.6%
$2.0B
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$30.6B
Total Accounts508
10Y AUM Change+$24.1B (+372.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees157
Clients per Employee1:1
10Y Employee Change+113 (+256.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.