Pr Mortgage Investment Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1
- Avg AUM / client
- $1.5B
- Accounts
- 1
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $1.5B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $708M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pr Mortgage Investment, Lp | Other Private Fund | Delaware | $708M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blitzer, Sandy, Jay | Evp | May 2019 (7y) | ≈ 18.75% – 50% via B3, Llc | |
| Bier, Barry, J | President | May 2019 (7y) | ≈ 18.75% – 50% via B3, Llc | |
| Brautigam, Brad, V | Cfo/Cco | May 2019 (7y) | ≈ 18.75% – 50% via B3, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| B3, Llc | Member | Aug 2019 | A | 75% or more |
| Merchants Bancorp | Member | Aug 2019 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Blitzer, Sandy, Jay: 25% – 50% of B3, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Bier, Barry, J: 25% – 50% of B3, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Brautigam, Brad, V: 25% – 50% of B3, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $708M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pr Mortgage Investment, Lp | Other Private Fund | $708M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • % OF NET ASSET VALUE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗