DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Primesolutions Advisors, LLC

Institutional managerPittsburgh, PennsylvaniaCRD 110085SEC 801-60028websiteIAPD
Latest filing Mar 19, 2026
First filing on the tape Mar 19, 2012 · 32 filings
SEC status approved since Feb 16, 2001
RAUM
$440M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$440M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$440M as of Mar 19, 2026
Mar 19, 2012$267M then
HNW client RAUM: $7.1M
State-registered IARs (5.B.3)1 as of Mar 19, 2026
Feb 20, 20138 then
Employees (5.A)2 as of Mar 19, 2026
Feb 20, 20139 then
Private funds: no history
RAUM +9.3% over the last fiscal year+41% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$440MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$147MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+9.3%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, pension consulting, educational seminars, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$440M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jamie Patrick LinkowskiPittsburgh, PaApr 3, 200137 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Patrick Jamie Linkowski · Member/Chief Compliance Officercontrol
    since 01/2001 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Discretionary RAUM · $403M to $440M
    Mar 24, 2025 to Mar 19, 2026
  • Pension RAUM · $403M to $440M
    Mar 24, 2025 to Mar 19, 2026
  • RAUM · $403M to $440M
    Mar 24, 2025 to Mar 19, 2026
  • Financial planning clients · unset to
    Feb 20, 2024 to Mar 24, 2025
  • Discretionary RAUM · $178M to $403M
    Feb 20, 2024 to Mar 24, 2025
  • Pension RAUM · $178M to $403M
    Feb 20, 2024 to Mar 24, 2025
  • RAUM · $178M to $403M
    Feb 20, 2024 to Mar 24, 2025
  • Discretionary RAUM · $157M to $178M
    Mar 13, 2023 to Feb 20, 2024
  • Pension RAUM · $157M to $178M
    Mar 13, 2023 to Feb 20, 2024
  • RAUM · $157M to $178M
    Mar 13, 2023 to Feb 20, 2024
  • Accounts · 4 to 3
    May 5, 2022 to Mar 13, 2023
  • Discretionary RAUM · $177M to $157M
    May 5, 2022 to Mar 13, 2023
  • HNW RAUM · 7128180.0 to unset
    May 5, 2022 to Mar 13, 2023
  • Individual RAUM · 908108.0 to unset
    May 5, 2022 to Mar 13, 2023
  • Non-discretionary RAUM · $9.5M to $0
    May 5, 2022 to Mar 13, 2023
  • Pension RAUM · $177M to $157M
    May 5, 2022 to Mar 13, 2023
  • RAUM · $186M to $157M
    May 5, 2022 to Mar 13, 2023
  • Discretionary RAUM · $155M to $177M
    Sep 22, 2021 to Feb 28, 2022
  • HNW RAUM · unset to 7128180.0
    Sep 22, 2021 to Feb 28, 2022
  • Individual RAUM · unset to 908108.0
    Sep 22, 2021 to Feb 28, 2022
  • Non-discretionary RAUM · $9.0M to $9.5M
    Sep 22, 2021 to Feb 28, 2022
  • Pension RAUM · $162M to $177M
    Sep 22, 2021 to Feb 28, 2022
  • RAUM · $164M to $186M
    Sep 22, 2021 to Feb 28, 2022
  • Accounts · 3 to 4
    Jul 21, 2020 to Mar 18, 2021
  • Discretionary RAUM · $138M to $155M
    Jul 21, 2020 to Mar 18, 2021
  • Non-discretionary RAUM · $7.0M to $9.0M
    Jul 21, 2020 to Mar 18, 2021
  • Pension RAUM · $144M to $162M
    Jul 21, 2020 to Mar 18, 2021
  • RAUM · $145M to $164M
    Jul 21, 2020 to Mar 18, 2021
  • Discretionary RAUM · $0 to $138M
    Jun 30, 2020 to Jul 21, 2020
  • Non-discretionary RAUM · $149M to $7.0M
    Jun 30, 2020 to Jul 21, 2020
  • Pension RAUM · $148M to $144M
    Jun 30, 2020 to Jul 21, 2020
  • RAUM · $149M to $145M
    Jun 30, 2020 to Jul 21, 2020
  • Discretionary RAUM · $127M to $0
    Mar 27, 2019 to Mar 2, 2020
  • Non-discretionary RAUM · $4.7M to $149M
    Mar 27, 2019 to Mar 2, 2020
  • Pension RAUM · $131M to $148M
    Mar 27, 2019 to Mar 2, 2020
  • RAUM · $132M to $149M
    Mar 27, 2019 to Mar 2, 2020
  • Accounts · 2 to 3
    Apr 23, 2018 to Mar 27, 2019
  • Advisory activities · 6 to 4
    Apr 23, 2018 to Mar 27, 2019
  • Financial planning clients · 0 to unset
    Apr 23, 2018 to Mar 27, 2019
  • Other offices · 1 to 0
    Apr 23, 2018 to Mar 27, 2019
Signals
3 dated events
  • Primesolutions Advisors, Llc reported RAUM $402.6M, up 126% from $178.3M (2024-02-20 to 2025-03-24)
    Mar 24, 2025 · RAUM change · derived
  • Lynn Becky Williams (Corp Secretary And Treasurer) no longer on Schedule A of Primesolutions Advisors, Llc (listed 2022-04-05, absent 2022-04-18)
    Apr 18, 2022 · Control person left · inference
  • Primesolutions Advisors, Llc reported RAUM $138.2M, down 53% from $294.0M (2017-10-10 to 2018-03-14)
    Mar 14, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
PRIMESOLUTIONSADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
412-818-5780reportedpublic record, Form ADV, Mar 19, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$440Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026