PGIM Custom Harvest LLC

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Assets, Funds, Holdings

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PGIM Custom Harvest LLC
CRD #290235
SEC #801-114622
CIK #0001845793
AUM $3.6 BB (2024-05-03)
Employees 60 (10% Investors, 25% Brokers)
Phone888-778-5471
Address655 Broad Street
Newark, NJ 07102
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 3.7
NVDA 399.6 3.3
AAPL 2,382.8 3.2
AMZN 1,093.0 2.0
GOOGL 1,475.1 1.2
META 434.9 1.1
GOOG 1,482.6 1.0
LLY 301.8 0.8
JPM 340.2 0.7
AVGO 201.3 0.7
View All
Holdings by Sector ($BB)
907254361802013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2,666 3.4
(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 184 0.2
(n) Other 0 0.0
Total 2,850 3.6
By Discretionary
Discretionary 2,850 3.6
Non-Discretionary 0 0.0
Total 2,850 3.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.6
Total 2,850 3.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001845793]
13F-NT [0001845793]
Comparable Firms State AUM ($BB)
Mozaic LLC
CA 3.6
Legacy Advisors LLC
PA 3.6
Wellspring Financial Advisors LLC
OH 3.6
Salem Investment Counselors Inc
NC 3.6
Tectonic Advisors LLC
TX 3.6
Weaver C Barksdale & Associates Inc
TN 3.6
R Squared BM LLC
CA 3.6
Karpus Management Inc
NY 3.5
Turtle Creek Management LLC
TX 3.5
ZWJ Investment Counsel Inc
GA 3.5
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