PRIME FINANCE ADVISOR, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$22.2B
Discretionary
$22.2B
100% of AUM
Avg account
$304M
Accounts
73
Employees
185
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
159971
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Prime Finance Advisor, L.P. is a limited partnership that has been SEC-registered since 2012 and operates as a multi-strategy fund manager. The firm blends direct management of pooled vehicles with selection and oversight of external managers, and it holds registrations/roles consistent with a CPO/CTA and sponsor/general partner of pooled investment vehicles. Its client base is institutional, fee arrangements include both a percentage of assets and performance-based fees, and the firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • STEVEN SUTTON

    Managing Director, Chief Compliance OfficerCRD 7530067

Contacts

3 of 4
  • JON BRAYSHAW

    Co-FounderCRD 6027573

  • JOHN ATWATER

    Co-Founder and Managing PartnerCRD 1220073

  • STEVEN GERSTUNG

    Co-FounderCRD 2764268

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth