RIA Intel›Advisers›New Jersey›PR MORTGAGE INVESTMENT MANAGEMENT, LLC

PR MORTGAGE INVESTMENT MANAGEMENT, LLC

Advisory

N·MOUNT LAUREL, NJ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+75.3%
3-Year CAGR
+50.1%
Employees
8
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees8
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingMar 25, 2021
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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