1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRISM FUNDS, LLC

Map pinNEWTOWN, PA
Phone215-579-0966
NotebookSEC #801-69533
Total AUM
$26.7M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 CAUFIELD PLACE
SUITE 102
NEWTOWN
PA 18940
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
215-579-0966

ReceiptFinancials

Total AUM
$26.7M
Accounts
1
Discretionary
$26.7M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
1
AUM
$26.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account