Prospect Credit REIT Advisor, LLC

RIASEC RegisteredEst. 2024
Total AUM
$42.6M
Discretionary
$42.6M
100% of AUM
Avg account
$42.6M
Accounts
1
Employees
59
Advisory reps
3

Firm details

Headquarters
West Palm Beach, Florida
CRD number
331345
Registered since
May 28, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prospect Credit REIT Advisor, LLC is an SEC-registered limited liability company (registration year 2024) that advises pooled real estate investment vehicles for institutional clients. The firm is organized as a real estate fund adviser rather than a broad capital allocator and lists portfolio management for pooled investment vehicles as its primary advisory activity. Its fee arrangement combines a percentage-of-assets model with performance-based fees. The adviser is identified as a related adviser and is not flagged as an active ESG investor.

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

Owners & executives

3 of 3
  • Kristin Van Dask

    Kristin Van Dask

    Chief Financial OfficerCRD 5213098

  • Grier Eliasek

    President, COOCRD 6119265

  • Russell Wininger

    Chief Compliance Officer & Deputy General CounselCRD 7942476

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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, 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
700 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth