Investment adviser · CRD 313210

PRMIM

Investment adviser filing (IA)

PR MORTGAGE INVESTMENT MANAGEMENT, LLC

MOUNT LAUREL, NJ, United States · Form ADV filed Mar 24, 2026

Regulatory AUM
$1.54B
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$1,538,703,658100.0%
Filing source

Form ADV 2070311 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PR MORTGAGE INVESTMENT, LPOther Private Fund · Last reported Mar 24, 2026$1.54BGross asset value
Auditor BAKER TILLY US, LLP PHILADELPHIA, Pennsylvania, United States
Custodian GIRARD KING OF PRUSSIA, Pennsylvania, United States Related to adviser: No
Custodian MERCHANTS BANK OF INDIANA CARMEL, Indiana, United States Related to adviser: No
Custodian UNIVEST BANK AND TRUST SOUDERTON, Pennsylvania, United States Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

Fund details & source
Fund ID
805-4291733298
Reported beneficial owners
5
Minimum commitment
$1M
Form D file number
021-173563

Form ADV 2070311 · Mar 24, 2026 · 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: Mar 24, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

2000 MIDLANTIC DRIVE, SUITE 220
MOUNT LAUREL, NJ, 08054, United States

CRD 313210

Filing source

Form ADV 2070311 · Mar 24, 2026 · 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.