Prce Management LLC

RIASEC Registered
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 limited liability company operating as an institutional registered investment adviser. The firm is SEC registered (registration year 2021) and serves an institutional client base. Its advisory work specifically includes portfolio management for pooled investment vehicles, and the firm appears to take on operational roles commonly associated with private funds—acting as a sponsor, general partner, or managing member in pooled vehicles. On the business side, Prce Management LLC also maintains broker-dealer and insurance brokerage activities, operating as a registered representative of a broker-dealer and as an insurance broker. Its fee arrangements include performance-based components alongside other fee types. The firm indicates it is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant. A related adviser relationship exists.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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