Prospect Hill Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134080
- Registered since
- May 3, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.64%
- Pooled Investment Vehicles18.29%
- Individuals0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prospect Hill Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and management of pooled investment vehicles. Compensation blends asset-based fees and fixed-fee arrangements. Prospect Hill does not identify as an active ESG investor, is not a pension consultant, and does not list itself as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2John Mccolgan
President, Chief Executive OfficerCRD 4908001
James Mccolgan
President And CEOCRD 4908004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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