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PRATO CAPITAL MANAGEMENT
PRATO CAPITAL MANAGEMENT, INC.
CRD 289917 · SEC 801-111842
70 GEDNEY WAY, WHITE PLAINS, NY, 10605, United States
Phone
914-930-6871
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.6M
Discretionary AUM
$224.6M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $91.0M |
| High net worth individuals | 32 | $64.8M |
| Pension/profit sharing plans | 25 | $41.3M |
| Charitable organizations | 2 | $400K |
| Corporations/business entities | 5 | $2.8M |
States served
CA, MA, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD