# Portfolio Management Technology

> Portfolio Management Technology is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1996, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2026.

- CRD: 106135
- Filed as: PORTFOLIO MANAGEMENT TECHNOLOGY
- Legal name: Tang Eric M P Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106135
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135

## Quick answers

**How is Portfolio Management Technology compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Management Technology reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Portfolio Management Technology located?**
Portfolio Management Technology's principal office is in San Francisco, CA, according to its Form ADV.

**Is Portfolio Management Technology registered with the SEC or a state?**
Portfolio Management Technology is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106135.

**How have Portfolio Management Technology's assets and staff changed since 2021?**
In the Form ADV data for Portfolio Management Technology: Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portfolio Management Technology serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (7); high net worth individuals (2); investment companies (1).

**Does Portfolio Management Technology report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106135

**Does Portfolio Management Technology state an account minimum?**
Its Form ADV Part 2A brochure dated January 2, 2026 says: "There is no minimum requirement for opening or maintaining an account."

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 2, 2026)

- Account minimum: None

> There is no minimum requirement for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 2 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 1 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1996 (30 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portfoliomanagementtechnology.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | February 1, 2021 |
| October 2022 | Not reported | 5 | January 17, 2022 |
| October 2023 | Not reported | 5 | January 11, 2023 |
| October 2024 | Not reported | 5 | January 3, 2024 |
| October 2025 | Not reported | 5 | January 6, 2025 |
| October 2026 | Not reported | 5 | January 2, 2026 |

Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Management Technology (CRD 106135): Form ADV filing data as of October 2026.