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J.R. PRUNIER CAPITAL MANAGEMENT LLC

CRD 321026 · SEC 801-132427

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61 BOYDEN RD., SUITE 2, HOLDEN, MA, 01520, United States

Phone

508-756-8080

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$407.0M

Discretionary AUM

$386.2M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals108$29.2M
High net worth individuals27$377.8M

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD