Portfolio Management Technology
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
2
Advisors
1
of 5 employees
About
Portfolio Management Technology (PMT) provides performance attribution and risk analysis focused on fixed income portfolios for institutional and professional clients, including corporate pension plans, family offices of high-net-worth individuals, and other investment advisory firms. The firm delivers monthly reports and market reviews and can analyze portfolios managed by outside managers or managed internally by the client.
PMT applies proprietary models to disaggregate return and risk—down to the securities level—across investment grade, high yield, tax-exempt, international, and emerging-market fixed income sectors, producing statistics and charts for ongoing monitoring. Its services are advisory and non-discretionary, offering a monitoring product and custom analytic projects rather than executing or managing client trades.
What distinguishes PMT from many peers is its contract-based billing and analytic-only focus: it does not charge percentage-of-assets fees, does not accept discretionary portfolio management or custody, and does not manage retail individual accounts outside high-net-worth family offices. The firm’s long operating history and explicit orientation toward providing detailed attribution and risk analytics to institutional and advisory clients set it apart from typical advisory boutiques that primarily offer asset management.
Client services
Expertise
Occupation focus
Fee options
Fee-only: $80,000 per year (fixed amount) for up to 5 portfolios or managers, payable quarterly in advance (negotiable). $8,000 per day for customized projects (negotiable).
Main office
4630 Geary Blvd, Suite 304
San Francisco CA 94118
Advisors at this office
1
Most active in
California
Also doing business as
Portfolio Management Technology · Tang Eric M P Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)