MY PROSPER TEAM

Overview

My Prosper Team operates as an independent, multi-state registered investment adviser that services individual and family clients with a mix of financial planning, portfolio management and selection of third‑party advisers. The firm reports a clear tilt toward equity-oriented portfolios: exchange‑traded equities represent the single largest asset bucket on the books, and public markets appear to be the primary vehicle for client portfolios. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — and the firm also conducts insurance brokerage activities, which suggests it blends life and annuity solutions alongside investment management. As a capital allocator, My Prosper Team deploys client capital across both public market instruments and a range of alternative strategies run by third‑party managers. The adviser is not an active ESG investor, so its portfolio construction appears focused on traditional financial outcomes rather than formal ESG integration. Its advisory scope—particularly the ability to select other advisers and serve as a sponsor or GP of pooled vehicles—points to a hybrid model: discretionary management for core accounts paired with private fund activity and third‑party alternative access where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices