PRIME FINANCE ADVISOR, L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 159971
- Registered since
- March 30, 2012
- Website
- www.primefinance.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEVEN SUTTON
Managing Director, Chief Compliance OfficerCRD 7530067
Contacts
3 of 4JON BRAYSHAW
Co-FounderCRD 6027573
JOHN ATWATER
Co-Founder and Managing PartnerCRD 1220073
STEVEN GERSTUNG
Co-FounderCRD 2764268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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