PROSPECT RIDGE

RIASEC RegisteredEst. 2019
Total AUM
$5.8B
Discretionary
$5.7B
98% of AUM
Avg account
$194M
Accounts
30
Employees
44
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
299594
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prospect Ridge is an SEC-registered limited liability company that runs pooled investment vehicles for institutional clients. The firm is structured as a sponsor, general partner and managing member of its funds and describes itself as a multifaceted manager with primary activity in real estate and hedge fund strategies. Prospect Ridge combines internally managed pooled vehicles with select allocations to external alternative managers, and it charges both AUM-based and performance-based fees. Investment activity centers on pooled vehicles where Prospect Ridge exercises portfolio management authority. The firm identifies, structures and operates private real estate strategies while maintaining hedge fund exposures alongside public real estate securities (REITs). Prospect Ridge reports that it is an active ESG investor, which it incorporates into manager selection and asset-level underwriting across its private funds and public holdings.

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
  • BRAHM CRAMER

    Co-Chief Investment OfficerCRD 2529009

  • AMY BOYLE

    Chief Financial OfficerCRD 6348975

  • JAY NYDICK

    Co-Chief Investment OfficerCRD 1747033

Contacts

2 of 2
  • BETHANY PRISTAW

    Managing DirectorCRD 6012235

  • STEPHEN IORIO

    PresidentCRD 3106113

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
640 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth