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, institutionally focused registered investment adviser organized as an LLC and SEC-registered in 2021. The firm concentrates on managing pooled investment vehicles for institutional clients and operates with a fee structure that can include performance-based fees. It also functions as a registered representative of a broker‑dealer and as an insurance broker. Corporate affiliations identified for the firm include roles as a broker‑dealer affiliate, an investment adviser entity, an insurance company, and as sponsor/GP/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, a capital allocator, a multi‑state adviser, or a pension consultant.

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

    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