Firm profile

Pcm Management Advisor, LLC

CHAGRIN FALLS, OHCRD 323946Registration Status: ApprovedEffective since June 27, 2025SEC # 801-133750Latest ADV April 9, 2026

Pcm Management Advisor, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chagrin Falls, OH. Its latest Form ADV filing, dated April 9, 2026, reports $7.9B in regulatory assets under management, 495 employees, 6 offices, and 24 accounts.

Assets Under Management
$7.9B
Employees
495
Offices
6 offices
Total Clients
24

Associated firm names

1 name listed
  • PCM MANAGEMENT ADVISOR, LLC

Leadership

3 roles identified
CCORoberta J. Harris
CFOJoseph A. Sass
COOCynthia L. Debevec

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

CHAGRIN FALLS, Ohio, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Ohio

CHAGRIN FALLSPrimary office

California

SAN FRANCISCO

Netherlands

AMSTERDAM

New York

NEW YORK

Texas

FORT WORTH

6 office records listed · 6 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone440-528-0333
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.9Bas of April 9, 2026
Discretionary98.9%
$7.8B
99% of total RAUM98.9%
Non-discretionary1.1%
$84M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 95.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
95.8%
23
2
Corporations
4.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.9B
Total Accounts24
10Y AUM Change+$248M (+3.2%)

Private Funds

Private funds reported by Pcm Management Advisor, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees495
Clients per Employee0:1
10Y Employee Change+456 (+1169.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
PCM OPCO I, LLCDirect owner · Schedule AInterest in PCM MANAGEMENT ADVISOR, LLC
75%+
TPG OPERATING GROUP II, L.P.Indirect owner · Schedule BInterest in PCM OPCO I, LLC
75%+
TPG NEW HOLDINGS, LLCIndirect owner · Schedule BInterest in TPG GROUP HOLDINGS (SBS), L.P.
75%+
TPG PARTNER HOLDINGS, L.P.Indirect owner · Schedule BInterest in TPG NEW HOLDINGS, LLC
75%+
TPG INC.Indirect owner · Schedule BInterest in TPG LPCO-1, LLC
75%+
TPG INC.Indirect owner · Schedule BInterest in TPG LPCO-2, LLC
75%+
TPG GROUP HOLDINGS (SBS), L.P.Indirect owner · Schedule BInterest in TPG OPERATING GROUP II, L.P.
50% to < 75%
TPG LPCO-1, LLCIndirect owner · Schedule BInterest in TPG OPCO HOLDINGS, L.P.
50% to < 75%
TPG OPCO HOLDINGS, L.P.Indirect owner · Schedule BInterest in TPG OPERATING GROUP II, L.P.
25% to < 50%
TPG LPCO-2, LLCIndirect owner · Schedule BInterest in TPG OPCO HOLDINGS, L.P.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Pcm Management Advisor, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-04-09 · Schedules A and B

20 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1CYNTHIA LILL DEBEVECCHIEF OPERATING OFFICERIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCHIEF OPERATING OFFICER07/2025Schedule APDF page 505
2Joseph Anthony SassCHIEF FINANCIAL OFFICERIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER07/2025Schedule APDF page 506
3PCM OPCO I, LLCMANAGING MEMBERDomestic entityPCM MANAGEMENT ADVISOR, LLC75% or moreCode EYesMANAGING MEMBER10/2022Schedule APDF page 506
4ROBERTA JOANN HARRISCHIEF COMPLIANCE OFFICERIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER07/2025Schedule APDF page 506
5STEVEN ANDREW WILLMANNTREASURERIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesTREASURER07/2025Schedule APDF page 506
6MARTIN LOUIS DAVIDSONCHIEF ACCOUNTING OFFICERIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCHIEF ACCOUNTING OFFICER07/2025Schedule APDF page 506
7HOWARD F. MANDELCO-PRESIDENTIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCO-PRESIDENT07/2025Schedule APDF page 506
8RYAN DAVID LEPENECO-PRESIDENTIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesCO-PRESIDENT07/2025Schedule APDF page 506
9MARK DAVID TUPA JRGENERAL COUNSELIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesGENERAL COUNSEL07/2025Schedule APDF page 506
10JEAN-BAPTISTE GARCIAVICE PRESIDENTIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesVICE PRESIDENT01/2026Schedule APDF page 506
11MATTHEW JAMES WHITEVICE PRESIDENTIndividualPCM MANAGEMENT ADVISOR, LLCLess than 5%Code NAYesVICE PRESIDENT01/2026Schedule APDF page 506
12TPG OPERATING GROUP II, L.P.MANAGING MEMBERDomestic entityPCM OPCO I, LLC75% or moreCode EYesMANAGING MEMBER07/2025Schedule BPDF page 506
13TPG GROUP HOLDINGS (SBS), L.P.LIMITED PARTNERDomestic entityTPG OPERATING GROUP II, L.P.50% to less than 75%Code DYesLIMITED PARTNER01/2022Schedule BPDF page 506
14TPG NEW HOLDINGS, LLCLIMITED PARTNERDomestic entityTPG GROUP HOLDINGS (SBS), L.P.75% or moreCode ENoLIMITED PARTNER01/2022Schedule BPDF page 506
15TPG PARTNER HOLDINGS, L.P.MEMBERDomestic entityTPG NEW HOLDINGS, LLC75% or moreCode ENoMEMBER01/2022Schedule BPDF page 506
16TPG OPCO HOLDINGS, L.P.LIMITED PARTNERDomestic entityTPG OPERATING GROUP II, L.P.25% to less than 50%Code CYesLIMITED PARTNER01/2022Schedule BPDF page 506
17TPG LPCO-1, LLCGENERAL PARTNERDomestic entityTPG OPCO HOLDINGS, L.P.50% to less than 75%Code DYesGENERAL PARTNER01/2022Schedule BPDF page 506
18TPG INC.MANAGING MEMBERDomestic entityTPG LPCO-1, LLC75% or moreCode EYesMANAGING MEMBER01/2022Schedule BPDF page 506
19TPG LPCO-2, LLCLIMITED PARTNERDomestic entityTPG OPCO HOLDINGS, L.P.25% to less than 50%Code CYesLIMITED PARTNER01/2022Schedule BPDF page 507
20TPG INC.MANAGING MEMBERDomestic entityTPG LPCO-2, LLC75% or moreCode EYesMANAGING MEMBER01/2022Schedule BPDF page 507

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/9/2026 1:32:46 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.