PRESCIENT CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DELAFIELD, Wisconsin
CRD number
309243
Registered since
May 11, 2020

Firm profile

FINTRX

Overview

Prescient Capital Management, LLC is a limited liability company that registered with the SEC in 2020. The firm is owned by an individual and is classified in filings as unclassified; public disclosures indicate it does not act as a capital allocator and is not positioned as a pension consultant or related adviser. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Public-level detail about its advisory services, fee schedules, or client segments is minimal.

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

Contacts

2 of 2
  • STEVEN YOUNG

    Founding PartnerCRD 2516000

  • DANIEL KECK

    PartnerCRD 5163681

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DELAFIELD, WI

WAUKESHA

Location

DELAFIELD, WI

Headquartered in DELAFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
WAUKESHA
Address
524 Milwaukee St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth