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PM Investments

PM Investments offers institutional investors deep expertise across Fixed Income, Small and Small‑Mid Cap Equities, Private Credit, and Real Estate. As the institutional asset management arm of PM Investments  they manage $4.3 billion in total assets and focus on delivering strong, risk‑adjusted returns through tailored portfolio solutions. Their team-based approach combines decades of proven experience with robust research and risk-management capabilities, positioning them to provide resilient investment solutions tailored to client needs.

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At PM Investments, we open the door to tomorrow’s wealth. With more than 30 years of expertise in private equity, wealth management, and alternative markets, we provide investors with direct access to high‑growth opportunities from pre‑IPO allocations in some of the biggest global innovators. 

The most sought‑after IPO positions are not found by chance they are built through significant institutional funding rounds. These inflows fuel a dynamic secondary market, where pre‑IPO shares of leading companies are actively traded before they go public.

Our liquidity platform brings transparency and accessibility to this market. The PMI Investment Index tracks the most liquid securities traded on our platform, with pricing drawn from live orders and transactions. Clients gain access to both real‑time and historical data on bids, listings, and private deals transforming opaque markets into actionable insights.

We bridge the gap between institutional‑quality investments and sophisticated individual investors alongside Northern Plateau Wealth Management our Institutional Wealth Management Partner through their AFSL licensing. Democratizing access to private markets while upholding the highest standards of due diligence and risk management. Unlike traditional providers, we believe access should be open. Our clients benefit from a constantly updated repository of secondary market activity at no extra cost, offering an unrivalled window into the world’s most significant IPO opportunities.

Our founders bring over a century of combined private equity experience, with a proven track record of landmark launches and high‑profile IPOs. This heritage of expertise and innovation continues to guide our mission: to empower investors with opportunities that shape the future of wealth.

Our Expertise

24

Small-Mid Cap Equities

$4.3 Billion

Total Assets Managed

36

Real Estate Projects

99%

Client Retention Rate

PM Investments offers institutional investors a wide range of expertise, including fixed income, small and small-mid cap equities, private credit, and real estate. With a total of $4.3 billion managed in assets, they are dedicated to providing tailored portfolio solutions that deliver strong, risk-adjusted returns.

Our Commitment

Delivering Resilient Solutions

Deep Expertise

We are committed to delivering resilient investment solutions tailored to client needs. With deep expertise in asset management, they aim to provide strong, risk-adjusted returns for their institutional investors.

Team-Based Approach

Our team-based approach combines decades of proven experience with robust research and risk-management capabilities, positioning them to provide resilient investment solutions tailored to client needs.

Proven Experience

With decades of proven experience, PM Investments offers institutional investors a reliable and knowledgeable approach to asset management.

Client-Focused

We are dedicated to understanding and meeting the needs of their institutional clients, ensuring that their investment solutions are tailored and focused on delivering strong, risk-adjusted returns.

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Global Connections

Through an extensive web of global connections from family offices and institutional funds to syndicate partners and boutique dealmakers We have developed unparalleled access to coveted IPO positions and secondary allocations.

These are the kinds of opportunities that rarely reach the broader market, and when they do, they are often oversubscribed within hours.

Family Offices                    Institutional Funds

Syndicate Partners          Boutique Dealmakers

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