PROSPERA FUNDS, INC.
Firm details
- Headquarters
- ISLE OF PALMS, South Carolina
- CRD number
- 331765
- Registered since
- March 31, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Prospera Funds, Inc. is a small, institutionally oriented advisory firm organized as a corporation and SEC-registered in 2025. Its stated advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser. With institutional clients and a single-client footprint, Prospera appears to operate as a boutique manager focused on managing one investment vehicle or one institutional mandate. The firm’s allocation activity includes use of third-party venture capital managers, indicating a willingness to access private, early-to-growth stage equity through external fund relationships rather than purely in-house direct investing.
Assets & Accounts
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
Owners & executives
3 of 3KRISTOF WILD
CIO & CCOCRD 7295947
MICHAEL LOWENBERG
CFOCRD 2505584
PETER MONTALBANO
CEOCRD 2208686
Contacts
1 of 1Michael Pierce
Marketing SpecialistCRD 2602409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ISLE OF PALMS, SC
CHARLESTON
Location
ISLE OF PALMS, SC
Headquartered in ISLE OF PALMS, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 119 Charleston Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
INCOME GROWTH ADVISORS, LLC
RIADANIEL ISLAND, SC
HILTON HEAD WEALTH ADVISORS, LLC
RIABLUFFTON, SC
MULTIPATH WEALTH MAGEMENT
RIACOLUMBIA, SC
INTEGRITAS WEALTH STRATEGIES, LLC
RIACHARLESTON, SC
PROVISOR ASSET MANAGEMENT LLC
RIABLUFFTON, SC
SHERMAN FINANCIAL & WEALTH MANAGEMENT
RIADANIEL ISLAND, SC