P
PretiumCapital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$123,000
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$41,000
About
Pretium Capital Management provides discretionary portfolio management services for individual clients, primarily investing in U.S. equities with a limited allocation to European ADRs. The firm manages a very small number of client accounts (about three) and its clients have direct visibility to custodial accounts on an ongoing basis.
The firm’s investment process blends fundamental valuation (including discounted cash flow), technical analysis, sector-rotation themes, and momentum signals, supported by company filings, industry research, and conference-call insights. Risk management is a central feature: the adviser emphasizes strict position sizing and pyramiding, enforces a firm-wide loss limit (the “2%” framework), and will occasionally concentrate holdings (up to around 20% in one or two positions) when conviction is high.
Distinctive characteristics include the principal’s multi-decade market experience and advanced academic background in economics and management, coupled with prior roles in large corporate and financial institutions, which inform the hybrid macro-to-stock selection approach. The practice operates at a very small scale with limited marketing, manages client portfolios on a discretionary basis only, and does not accept commission- or performance-based compensation.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
2% annually
Most active in
PretiumCapital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")