PROSPECT PARTNERS ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$378M
Discretionary
$378M
100% of AUM
Avg account
$126M
Accounts
3
Employees
12
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
317720
Registered since
May 2, 2022
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 Partners Advisors LLC is organized as an LLC and is SEC-registered as of 2022. The firm functions as a private equity fund manager and serves institutional clients through pooled investment vehicles, providing portfolio management for those vehicles while also acting as sponsor, general partner and managing member on its funds. Its compensation combines a percentage-of-AUM fee with performance-based fees. Prospect Partners is not positioned as a capital allocator to external portfolios, and it does not identify 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

Contacts

3 of 3
  • BRADLEY ODELL

    PartnerCRD 3250191

  • BRETT HOLCOMB

    PartnerCRD 7466872

  • ERIK MAURER

    PartnerCRD 7466874

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
227 W Monroe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth