Jr Prunier Capital Management LLC

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Assets, Funds, Holdings

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Jr Prunier Capital Management LLC
CRD #321026
SEC #801-132427
CIK #
AUM $126.2 M (2025-04-21)
Employees 1 (100% Investors, 0% Brokers)
Phone508-756-8080
Address4 Boyden Rd
Holden, MA 01520
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
13010478522602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 88 19.2
(b) Individuals (high net worth individuals) 20 106.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 317 126.2
By Discretionary
Discretionary 312 125.7
Non-Discretionary 5 0.4
Total 317 126.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 126.2
Total 317 126.2
Comparable Firms State AUM ($B)
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CA 0.1
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CA 0.1
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0.1
Aspire Planning Associates Inc
CA 0.1
Market Investment Group LLC
KS 0.1
Benold Financial Planning Inc
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S & S Wealth Management LP
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Planvest Financial Inc
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Broad Reach Capital LLC
NC 0.1
Neil Jesani Wealth Management LLC
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