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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

PRMIM

PR MORTGAGE INVESTMENT MANAGEMENT, LLC, CRD 313210

MOUNT LAUREL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cb7d670-d781-ca2b-c114-5202fb9ada65

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 1
Observed: Mar 25, 2021 to Mar 24, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Prmim

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-120925
CRD: 313210
Filings on the tape: 8
First filed: Mar 25, 2021
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: prmortgageinvestment.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PR MORTGAGE INVESTMENT, LP	Other Private Fund	$708M	Mar 22, 2024	4	Mar 25, 2021	reported	021-173563

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B3, LLC	Member	E	yes	08/2019	Mar 25, 2021	Mar 22, 2024
Bier, Barry, J	Member	C	yes	05/2019	Mar 25, 2021	Mar 22, 2024
Bier, Barry, J	President	Na	yes	08/2019	Mar 25, 2021	Mar 22, 2024
BLITZER, SANDY, JAY	Evp	Na	yes	08/2019	Mar 25, 2021	Mar 22, 2024
BLITZER, SANDY, JAY	Member	C	yes	05/2019	Mar 25, 2021	Mar 22, 2024
Brautigam, Brad, V	Member	C	yes	05/2019	Mar 25, 2021	Mar 22, 2024
MERCHANTS BANCORP	Member	B	yes	08/2019	Mar 25, 2021	Mar 22, 2024
Brautigam, Brad, V	CFO/CCO	Na	no	08/2019	Mar 25, 2021	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRMIGP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.5B	$1.5B	9	8	1	1	n/a
2024	Apr 25, 2025	$955M	$955M	7	5	0	1	n/a
2023	Mar 22, 2024	$708M	$708M	5	4	0	1	$708M
2022	Mar 29, 2023	$404M	$404M	5	4	0	1	$404M
2021	Mar 25, 2022	$112M	$112M	5	4	0	1	$112M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$955M	61.1%	$404M	56.2%	9	7	1	0

Relationships

Advises (1)

→ PR MORTGAGE INVESTMENT, LPPrivate fundOther Private Fund, IA
Mar 25, 2021 to presentfactForm ADV

Controls (5)

← BLITZER, SANDY, JAYOwnerMEMBER, ownership code C, individual
Mar 25, 2021 to Mar 22, 2024factForm ADV
← Bier, Barry, JOwnerMEMBER, ownership code C, individual
Mar 25, 2021 to Mar 22, 2024factForm ADV
← Brautigam, Brad, VOwnerMEMBER, ownership code C, individual
Mar 25, 2021 to Mar 22, 2024factForm ADV
← B3, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 25, 2021 to Mar 22, 2024factForm ADV
← MERCHANTS BANCORPOwnerMEMBER, ownership code B, domestic entity
Mar 25, 2021 to Mar 22, 2024factForm ADV

Owns (1)

← Brautigam, Brad, VOwnerCFO/CCO, ownership code NA, individual
Mar 25, 2021 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Prmim reported RAUM $1.5B, up 61% from $955.0M (2025-04-25 to 2026-03-24)
Form ADVobserved 6 days ago
$584M
Occurred
Apr 25, 2025
Regulatory AUM changed
Prmim reported RAUM $955.0M, up 35% from $707.6M (2024-03-22 to 2025-04-25)
Form ADVobserved 6 days ago
$247M
Occurred
Mar 22, 2024
Regulatory AUM changed
Prmim reported RAUM $707.6M, up 75% from $403.9M (2023-06-12 to 2024-03-22)
Form ADVobserved 6 days ago
$304M
Occurred
Mar 29, 2023
Regulatory AUM changed
Prmim reported RAUM $403.6M, up 259% from $112.3M (2022-03-25 to 2023-03-29)
Form ADVobserved 6 days ago
$291M
Occurred
Nov 12, 2021
Regulatory AUM changed
Prmim reported RAUM $82.9M, down 61% from $210.0M (2021-03-25 to 2021-11-12)
Form ADVobserved 6 days ago
$-127M
Occurred
Mar 25, 2021
First Form ADV filing
Prmim filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cb7d670-d781-ca2b-c114-5202fb9ada65
First observed: Mar 25, 2021
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRMIM

PR MORTGAGE INVESTMENT MANAGEMENT, LLC, CRD 313210

MOUNT LAUREL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cb7d670-d781-ca2b-c114-5202fb9ada65

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PR MORTGAGE INVESTMENT, LP

Other Private Fund

$708M

Mar 22, 2024

Mar 25, 2021

reported

021-173563

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

B3, LLC

Member

yes

08/2019

Mar 25, 2021

Mar 22, 2024

Bier, Barry, J

Member

yes

05/2019

Mar 25, 2021

Mar 22, 2024

Bier, Barry, J

President

yes

08/2019

Mar 25, 2021

Mar 22, 2024

BLITZER, SANDY, JAY

Evp

yes

08/2019

Mar 25, 2021

Mar 22, 2024

BLITZER, SANDY, JAY

Member

yes

05/2019

Mar 25, 2021

Mar 22, 2024

Brautigam, Brad, V

Member

yes

05/2019

Mar 25, 2021

Mar 22, 2024

MERCHANTS BANCORP

Member

yes

08/2019

Mar 25, 2021

Mar 22, 2024

Brautigam, Brad, V

CFO/CCO

08/2019

Mar 25, 2021

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRMIGP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.5B

n/a

2024

Apr 25, 2025

$955M

n/a

2023

Mar 22, 2024

$708M

2022

Mar 29, 2023

$404M

2021

Mar 25, 2022

$112M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$955M

61.1%

$404M

56.2%