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PFM HEALTH SCIENCES, LP

SAN FRANCISCO, CA · CRD 146747 · IAPD ↗ · pfmhealthsciences.com · 415-281-1000

$1.27BRegulatory AUM
7Advisory reps
17Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — PFM HEALTH SCIENCES, LP reported RAUM down 38% ($2.05B -> $1.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2026 — PFM HEALTH SCIENCES, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — PFM HEALTH SCIENCES, LP shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — PFM HEALTH SCIENCES, LP reported RAUM down 26% ($3.27B -> $2.43B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.