Investment adviser · CRD 301973

PTMA INVESTMENT ADVISORS

Investment adviser filing (IA)

PRUDENT MAN ADVISORS, LLC

NAPERVILLE, IL, United States · Form ADV filed Apr 30, 2026

Regulatory AUM: $30.6B
Client accounts: 508
Employees: 157
Advisory professionals: 81

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	12	$27,045,098,232	88.4%
Government entities	108	$1,811,928,471	5.9%
Corporations & businesses	Fewer than 5	$1,197,291,203	3.9%
Insurance companies	12	$422,439,986	1.4%
Other investment advisers	Fewer than 5	$48,642,997	0.2%
Charities	8	$38,183,833	0.1%
High-net-worth individuals	8	$26,236,253	0.1%
Individuals	7	$2,399,648	0.0%
Other clients	Fewer than 5	$737,918	0.0%

Filing source

Form ADV 2101665 · Apr 30, 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

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

2135 CITYGATE LANE, 7TH FLOOR
NAPERVILLE, IL, 60563, United States

CRD 301973

Filing source

Form ADV 2101665 · Apr 30, 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.