Prospera Funds, Inc.
Firm details
- Headquarters
- Isle Of Palms, South Carolina
- CRD number
- 331765
- Registered since
- March 31, 2025
- Website
- www.prosperafunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Prospera Funds, Inc. is a corporate institutional RIA that provides portfolio management for investment companies. The firm is SEC-registered (registered 2025) and serves an institutional client base on a percentage-of-AUM fee model. Prospectus-level activities identify the adviser primarily as a manager for investment-company clients rather than as a capital allocator or pension consultant. The snapshot data flags the firm as not an active ESG investor.
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
Location
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
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