Prescott General Partners LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$565M
Accounts
3
Employees
5
Advisory reps
4

Firm details

Headquarters
Boca Raton, Florida
CRD number
157907
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prescott General Partners LLC is an SEC-registered hedge fund adviser organized as an LLC and established in 2012. The firm runs portfolio management for pooled investment vehicles and serves primarily institutional clients. Its compensation combines an asset-based fee with performance-linked fees, and it does not position itself as a capital allocator. Prescott does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michelle Chung

    Michelle Chung

    CFO & CCOCRD 5922237

Contacts

3 of 3
  • Thomas Smith

    Managing MemberCRD 429075

  • Scott Vassalluzzo

    Managing MemberCRD 5922234

  • Jason Pohanka

    PartnerCRD 5416831

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2200 Butts Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth