PRCE MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$22.2M
Discretionary
$22.2M
100% of AUM
Avg account
$22.2M
Accounts
1
Employees
5
Advisory reps
5

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
312533
Registered since
September 3, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prce Management LLC is a small, SEC-registered limited liability company that acts primarily as a manager of pooled investment vehicles for institutional clients. The firm is set up to serve as both an investment manager and sponsor/GP for pooled funds, and its reported business activities include acting as a registered representative of a broker-dealer and as an insurance broker. Filings indicate a fee structure that includes performance-based fees, which aligns with its role as manager or sponsor of pooled vehicles where carried interest or incentive fees are common. The adviser is not classified under a standard adviser category in public records and is not identified as an active ESG investor. Prce Management’s activity profile points to concentrated, vehicle-level management rather than broad retail advisory work. It is affiliated with other industry participants including broker-dealers, other investment advisers and insurance companies, and it appears to take sponsor/manager roles in at least one pooled investment vehicle. These attributes suggest the firm is focused on structuring, operating and managing pooled investment vehicles for institutional counterparties.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Stephanie Jackels

    Chief Financial OfficerCRD 5928877

  • WILLIAM HAWK

    CEO & PresidentCRD 2494928

Contacts

3 of 3
  • KRISTEN EILER

    CRD 6376850

  • BRENT WILLIAMS

    Registered RepresentativeCRD 6041738

  • VASILEIOS SFYRIS

    Managing PartnerCRD 4026992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALPHARETTA, GA

FULTON

Location

ALPHARETTA, GA

Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1720 Windward Concourse
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth