Investment adviser · CRD 165934
PLAZA BELMONT MANAGEMENT GROUP
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
PBMG, INC.
SHAWNEE MISSION, KS, United States · Form ADV filed May 31, 2019
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PLAZA BELMONT FUND III, LPPrivate Equity Fund · Last reported May 31, 2019$30.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BKD, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-4475642381
- Reported beneficial owners
- 51
- Minimum commitment
- $500K
- Form D file number
- 021-182144
Form ADV 1305255 · May 31, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 31, 2019. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
8016 STATE LINE ROAD, SUITE 215SHAWNEE MISSION, KS, 66208, United States
CRD 165934
Filing source
Form ADV 1305255 · May 31, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.