PROSPECT MANAGEMENT CO. II, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
160582

Firm profile

FINTRX

Overview

Prospect Management Co II, LLC is a privately held limited liability company owned by an individual and organized more as a sponsor/manager of private pooled vehicles than as a traditional multi-client advisory firm. The record classifies the firm as “unclassified” and does not list it as a capital allocator, multi-state adviser, or an active ESG investor. Its listed industry roles identify it as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles, which indicates its primary business activity is operating at the fund level rather than managing a broad roster of retail or institutional advisory accounts.

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
  • JAMES TANANBAUM

    Founder and Chief Executive OfficerCRD 6044633

Contacts

3 of 3
  • LYNDA WIJCIK

    MemberCRD 6049397

  • RUSSELL HIRSCH

    Managing DirectorCRD 6022695

  • DAVID SCHNELL

    Managing DirectorCRD 6022698

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3175 Hanover St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth