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| Keyboard |
| Jr Prunier Capital Management LLC
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|---|---|
| CRD # | 321026 |
| SEC # | 801-132427 |
| CIK # | |
| AUM | 407.0 M (2026-06-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 508-756-8080 |
| Address | 61 Boyden Rd Holden, MA 01520 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 29.2 |
| (b) Individuals (high net worth individuals) | 27 | 377.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 424 | 407.0 |
| By Discretionary | ||
| Discretionary | 414 | 386.2 |
| Non-Discretionary | 10 | 20.8 |
| Total | 424 | 407.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.0 | |
| Total | 424 | 407.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quad City Investment Advisors LLC
✚
|
IL | 408.0 M |
|
Revere Asset Management Inc
✚
|
TX | 407.9 M |
|
Navigoe LLC
✚
|
CA | 407.8 M |
|
MAXQ Asset Management LLC
✚
|
CO | 407.7 M |
|
Compass Financial Services Inc
✚
|
IA | 407.4 M |
|
Wealthcare Capital Partners LLC
✚
|
PA | 407.4 M |
|
Womack Wealth Management Inc
✚
|
CA | 406.9 M |
|
Tumwater Wealth Management LLC
✚
|
ID | 406.6 M |
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 406.5 M |
|
Clarity Capital Advisors LLC
✚
|
FL | 406.3 M |