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Building 2PRIME FINANCE ADVISOR, L.P.

Map pinSAN FRANCISCO, CA
Phone415-986-2415
NotebookSEC #801-73438
Total AUM
$22.2B
Employees
185
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MONTGOMERY STREET
SUITE 1700
SAN FRANCISCO
CA 94111
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
415-986-2415
Other Offices
2

ReceiptFinancials

Total AUM
$22.2B
Accounts
73
Discretionary
$22.2B
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
73
AUM
$22.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MANAGEMENT FEES (NOT CALCULATED ON AUM)

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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