PRIMESOLUTIONS ADVISORS, LLC

RIASEC RegisteredEst. 2001
Total AUM
$440M
Discretionary
$440M
100% of AUM
Avg account
$147M
Accounts
3
Employees
2
Advisory reps
1

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
110085
Registered since
February 16, 2001
Custodians
GREAT GREY TRUST COMPAMY, GREAT-WEST TRUST COMPANY, LLC
Fee structure
Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Primesolutions Advisors, LLC is a small SEC-registered investment adviser organized as a limited liability company. The firm focuses on discretionary portfolio management for individuals and small businesses, provides pension consulting services and runs educational seminars and workshops. Its stated fee model is fixed fees rather than percentage-based asset fees, and it does not position itself as a capital allocator or as an ESG-focused manager. Investment activity is concentrated in publicly available pooled vehicles, with the firm reporting its managed assets entirely in public funds and mutual funds. At the same time, Primesolutions maintains targeted allocations to alternative exposures—specifically real estate, commodities and oil & gas—through third-party external managers rather than direct private equity or operating partnerships. The adviser appears to run a small number of large, account-level mandates rather than a broad retail book, which suggests a boutique, account-centric approach to portfolio construction and client servicing.

Assets & Accounts

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • JAMIE LINKOWSKI

    PresidentCRD 1854052

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

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
850 Ridge Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth