AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Prmim
Prmim is an SEC-registered investment advisory firm in Mount Laurel, NJ, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Prmim compensated?
On its Form ADV (Item 5.E, October 2026), Prmim reports these compensation arrangements: performance-based fees; other.
Where is Prmim located?
Prmim's principal office is in Mount Laurel, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Prmim registered with the SEC or a state?
Prmim is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313210.
How much does Prmim manage?
Prmim reports $1,538,703,658 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Prmim's assets and staff changed since 2021?
In the Form ADV data for Prmim: Regulatory assets under management: $210,000,000 in the October 2021 data and $1,538,703,658 in the October 2026 data, up 633%. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Prmim serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Prmim 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/313210
Does Prmim state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The minimum capital commitment for investment in the Fund is $1 million (exceptions may be approved) and investors must be an “accredited investor” as that term is defined in Rule 501(a) of Regulation D under the Securities Act of 1933."
What changed in Prmim's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 8. Regulatory assets under management went from $954,957,851 to $1,538,703,658 (+61%). Added an office in Phoenix, AZ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum capital commitment for investment in the Fund is $1 million (exceptions may be approved) and investors must be an “accredited investor” as that term is defined in Rule 501(a) of Regulation D under the Securities Act of 1933.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,538,703,658 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- PR Mortgage Investment Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 9. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,538,703,658 | 9 | March 24, 2026 |
| October 2025 | $954,957,851 | 7 | April 25, 2025 |
| October 2024 | $707,571,412 | 5 | March 22, 2024 |
| October 2023 | $403,899,904 | 5 | June 12, 2023 |
| October 2022 | $112,272,521 | 5 | March 25, 2022 |
| October 2021 | $210,000,000 | 3 | March 25, 2021 |
Regulatory assets under management: $210,000,000 in the October 2021 data and $1,538,703,658 in the October 2026 data, up 633%.
Total employees: 3 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 8.
- Regulatory assets under management went from $954,957,851 to $1,538,703,658 (+61%).
- Added an office in Phoenix, AZ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Prmim (CRD 313210): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/prmim-mount-laurel-nj-313210