The PMV Endowment Creation Program

At PMV, we have developed a unique program that allows investors to create an endowment for their proposed organization.

A set percentage of our management and performance fees will be given to our non-profit partners on an ongoing basis.  We want the growth of our investors' wealth to coincide with a measurable growth in our philanthropic endeavors.

 

Investors

Investors in our private funds, as well as clients of our Adviser, propose an organization to receive donations.

PMV Capital

PMV will make ongoing cash donations based on a percentage of management fees collected from the investor's account

 

PMV includes both management fees incentive allocations in calculating donations. 

Qualifying Organizations

Organizations are not required to take any action - the Program was designed to be as frictionless as possible for our partnered non-profits.

 

PMV requests that our partnered organizations help raise awareness for the Program, however there is no requirement to do so. While PMV understands that organizations cannot make investment recommendations, the more investors who participate, the more donations the non-profit may receive.

 

PMV will also raise awareness for the Program separately and request that the organization permit use of their logo on PMV's marketing materials, website, and press releases.

Private Fund Investors

For investors who qualify, PMV has a unique offering of private funds that offer strong risk-management, low expected correlation to other assets, and an aggressive growth profile.

Capital Invested Yearly Donations (Est) $1,000,000 $7,500 $2,000,000 $15,000 $5,000,000 $37,500 $10,000,000 $75,000 $20,000,000 $150,000

Adviser Clients

For clients who do not qualify for our private funds, we offer a lineup of separately managed account solutions with impressive active management.

IMPORTANT DISCLOSURES

Estimates of donations are based on multiple assumptions, including the fees charged by PMV, assumed rates of return, and the fee structures for private funds. All assumptions are subject to material changes. While these are our best estimates, made in good faith, they are likely to differ from actual donations for various reasons. The PMV Endowment Creation Program is subject to change, at any time, at the sole discretion of PMV. Investors should not use any of these projections as a basis for making an investment decision.