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PRIME FINANCE ADVISOR, L.P.
CRD 159971 · SEC 801-73438
600 MONTGOMERY STREET, SUITE 1700, SAN FRANCISCO, CA, 94111, United States
Phone
415-986-2415
Fax
415-986-4518
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.22B
Discretionary AUM
$22.22B
Team
185 total employees; 91 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MANAGEMENT FEES (NOT CALCULATED ON AUM)
Org form
Limited Partnership
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 73 | $22.22B |
States served
CA, IL
All web addresses on file
Official SEC filing: View on IAPD