PRUDENCE
Firm details
- Headquarters
- New York, New York
- CRD number
- 331317
- Registered since
- August 12, 2024
Firm profile
FINTRXOverview
Prudence is a corporate investment adviser that registered with the SEC in 2024 and is owned by an individual. The firm does not operate as a traditional retail RIA managing client household accounts; its activity centers on advising private investment vehicles. Prudence is not identified as an active ESG investor, does not present as a multi-state advisory platform, and is not positioned as a pension consultant or capital allocator in public filings. The firm’s business model emphasizes fund-level management rather than discretionary advisory relationships with individual clients.
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
Contacts
2 of 2david fischer
Co-Founder & PartnerCRD 7945570
GAVIN MYERS
Managing PartnerCRD 3271256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 135 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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