PAAMCO PRISMA, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 108989
- Registered since
- March 31, 2000
- Website
- paamcoprisma.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.93%
- Pension & Profit Sharing Plans0.03%
- Charitable Organizations0.02%
- State / Municipal Government0.02%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Paamco Prisma, LLC is an SEC-registered hedge fund adviser organized as an LLC and operating since 2000. The firm primarily serves institutional clients and combines direct portfolio management for pooled vehicles and institutional mandates with the selection of external managers. It operates in a capacity that includes CPO/CTA activities and also sponsors and manages pooled investment vehicles. Paamco Prisma charges a mix of percentage-of-assets, fixed, and performance-based fees and identifies itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds72%
- Cash & Cash Equivalents12%
- Other9%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities3%
Owners & executives
2 of 2POLLY KOOP
Managing Director, Chief Compliance OfficerCRD 6177477
BETH LEON
Chief Financial Officer & Managing DirectorCRD 1283815
Contacts
2 of 2MAYER CHEREM
Managing Director, Head of InvestmentsCRD 6466916
ERIC WOLFE
Managing Director and PartnerCRD 2151424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 660 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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