# PMC Wealth

PMC Wealth is a RIA based in Clarence, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Clarence, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** null

## Regulatory record

- **CRD number:** 332215
- **SEC file number:** 801-134265
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332215

## About

PMC Wealth, LLC is an SEC-registered investment adviser in Clarence, NY, registered since 2025. The firm manages approximately $550,000 in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Services
- Real Estate
- Private Equity

## People

- Peter G. Peterson — Founder

## Questions

### How is PMC Wealth related to the Peter G. Peterson Foundation?

The Peter G. Peterson Foundation is a separate philanthropic entity endowed by Peterson in 2008 with $1 billion to address US fiscal challenges. While the foundation's funding originated from the same wealth source as PMC Wealth, the two entities operate independently. The foundation focuses on public policy, not investment management.

### Does PMC Wealth participate in fund commitments or only direct deals?

The firm engages in both direct investments and selective fund commitments aligned with Peterson's long-term value orientation. Direct investments have historically spanned private equity, real estate, and public securities. The exact balance between direct and fund-of-fund allocations is not publicly disclosed.

### What investment stages does PMC Wealth typically target?

PMC Wealth targets mature, cash-flow-generating businesses and assets rather than early-stage ventures. Peterson's investment philosophy emphasized durable competitive advantages and steady capital appreciation over speculative growth. This translates to a preference for buyout-stage private equity, stabilized real estate, and large-cap public equities.

## Related profiles

- [Montfort Capital Partners](https://altss.com/profile/montfort-capital-partners-llc)
- [Cambrian Analytica](https://altss.com/profile/cambrian-analytica-lp)

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Last updated: 2026-08-10T19:36:47.593Z

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