Prime Finance Advisor LP

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Prime Finance Advisor LP
✚
CRD #159971
SEC #801-73438
CIK #
AUM 22.22 B (2026-05-19)
Employees 185 (49% Investors, 0% Brokers)
Phone415-986-2415
Address600 Montgomery Street
San Francisco, CA 94111
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
25201510502010201520212027
Type Form D Funds Date Sold AUM
RE Prime Residential Opportunities Fund LP [2026-03-31] 35.7 M
Filed 2024-05-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE Prime Finance CMBS Opportunities Fund 4 LP [2025-03-28] 222.0 M 674.4 M
Filed 2024-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance CMBS Opportunities Fund 4 Parallel Entity LP [2025-03-28] 48.3 M
Filed 2024-03-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Special Situations Fund 2 LP [2024-03-29] 777.1 M
Filed 2023-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Special Situations Fund 2 Parallel Entity LP [2024-03-29] 114.0 M
Filed 2023-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Prime Finance Partners IV LP [2023-03-29] 10.5 M
Filed 2014-09-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF Prime Finance Partners IV Parallel Entity B LP 2023-03-29 0.5 M
HF Prime Finance Partners IV Parallel Entity LP 2023-03-29 3.1 M
RE Prime Oceanside Investments LP [2023-03-29] 18.0 M 244.6 M
Offered $20,250,000 · Filed 2009-04-15 (D) · Exemption 506 · Remaining $2,250,000 · Duration One year or less · Revenue Decline to Disclose
RE Prime Skylark Coinvest LP 2023-03-29 76.8 M
RE Prime Finance Long Duration B-Piece III LP [2022-03-31] 527.4 M
Filed 2021-05-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Long Duration B-Piece III Parallel Entity LP [2022-03-31] 38.8 M
Filed 2021-05-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Special Situations 2020 Agellan Co-Invest LP [2022-03-31] 105.7 M
Filed 2021-02-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Special Situations 2020 IEQ Co-Invest LP [2022-03-31] 105.3 M
Filed 2021-02-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Hermosa Coinvest LP [2022-03-31] 92.9 M
Filed 2021-07-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Prime Rock Creek LLC 2022-03-31 83.2 M
HF Prime Finance Special Situations 2020 Fund LP [2021-03-30] 450.4 M 899.9 M
Filed 2021-10-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF Prime Old County LP [2021-03-30] 8.1 M 95.4 M
Offered $8,100,000 · Filed 2009-10-26 (D) · Exemption 506 · Duration One year or less · Revenue Decline to Disclose
RE Prime Vista Montana Coinvest LP [2020-03-27] 55.0 M 151.9 M
Offered $55,000,000 · Filed 2019-05-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
RE Prime Wimbledon Northeast Limited Partnership 2020-03-27 20.8 M
RE Prime Finance Long Duration B-Piece II LP [2019-03-29] 495.8 M
Filed 2018-05-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Long Duration B-Piece II Parallel Entity LP [2019-03-29] 20.2 M
Filed 2018-05-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Prime/Rivershore LLC 2019-03-29 64.7 M
RE Prime TEAL Investments LLC [2019-03-29] 30.9 M 75.8 M
Offered $30,918,475 · Filed 2018-11-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
RE Prime Wimbledon Investments LLC 2019-03-29 68.8 M
RE Prime Campina LP 2018-03-29 61.5 M
RE Prime/Coral Bay LP 2018-03-29 97.5 M
RE Prime Devonshire Annex LP 2018-03-29 0.2 M
HF Prime Finance Partners III LP [2018-03-29] 618.0 M 22.8 M
Offered $618,000,000 · Filed 2013-04-11 (D/A) · Exemption 506, 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
HF Prime Finance Partners III Parallel Entity LP 2018-03-29 4.3 M
RE Prime/Harbor Ridge LP 2018-03-29 115.7 M
RE Prime Spain Investments LP [2018-03-29] 49.0 M
RE Prime Spectrum Investments LLC [2018-03-29] 44.0 M 228.0 M
Offered $44,040,000 · Filed 2017-10-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
RE Prime Tramway LP 2018-03-29 39.5 M
RE Prime Electric LLC 2017-03-29 191.1 M
RE Prime Finance CMBS B-Piece Fund I Cayman LP 2017-03-29 16.6 M
RE Prime Finance CMBS B-Piece Fund I LP [2017-03-29] 292.5 M
Filed 2016-04-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE Prime Finance Partners II LP [2017-03-29] 118.0 M 1.9 M
Offered $400,000,000 · Filed 2010-01-27 (D) · Exemption 506 · Remaining $282,025,000 · Duration One year or less · Revenue Decline to Disclose
RE Prime Finance Partners II Parallel Entity B LP 2017-03-29 0.3 M
RE Prime Finance Partners II Parallel Entity LP [2017-03-29] 3.3 M
RE Prime/SCRC LP 2017-03-29 89.9 M
RE Prime/South Coast LP 2017-03-29 78.4 M
RE Prime South Main LP [2017-03-29] 9.5 M 1.3 M
Offered $10,687,500 · Filed 2009-05-29 (D) · Exemption 506 · Remaining $1,187,500 · Duration One year or less · Revenue Decline to Disclose
RE Prime Wellington LLC 2017-03-29 68.5 M
RE Prime Woodley LP [2017-03-29] 60.8 M
HF Prime Clairemont LP 2016-03-30 115.0 M
RE Sterling Pointe Investments LLC 2016-03-30 0.9 M
RE Tic/SCRC SPE LLC 2016-03-30 4.8 M
RE Prime Sunrise LLC 2015-03-27 0.2 M
RE Prime Channel Islands LP 2013-03-28 153.1 M
RE Prime Stephen Investments LP 2013-03-28 1.5 M
RE Prime Toyon LP 2013-03-28 55.4 M
RE Aemcc Corporation 2012-02-13 0.0 M
RE Aemcc Partners Ltd 2012-02-13 3.0 M
RE Mountainside Inn LLC 2012-02-13 2.0 M
RE Oswego Lender LLC 2012-02-13 113.6 M
RE Prime Academy Investments LP [2012-02-13] 1.1 M
RE Prime Arizona LP 2012-02-13 1.0 M
RE Prime Ascot LP [2012-02-13] 150.9 M
RE Prime Campina LP 2012-02-13 25.5 M
RE Prime Catalina Investments LP 2012-02-13 133.5 M
RE Prime Clairemont LP 2012-02-13 55.1 M
RE Prime/Coral Bay LP 2012-02-13 49.8 M
RE Prime Devonshire Annex LP 2012-02-13 4.2 M
RE Prime/Devonshire Investments LLC 2012-02-13 47.7 M
Other Prime Efficiency Fund I LLC [2012-02-13] 281.6 M
RE Prime Finance Partners II LP 2012-02-13 160.8 M
RE Prime Finance Partners II Parallel Entity LP 2012-02-13 308.8 M
RE Prime Finance Partners I LP [2012-02-13] 70.1 M
RE Prime Finance Partners I Parallel Entity Inc [2012-02-13] 50.4 M
RE Prime Flamingo LP 2012-02-13 27.3 M
RE Prime Girard LP [2012-02-13] 0.2 M
RE Prime Green Valley LLC 2012-02-13 48.3 M
RE Prime/ Harbor Ridge LP 2012-02-13 54.5 M
RE Prime Nevada Investments LLC 2012-02-13 271.0 M
RE Prime Oceanside Investments LP [2012-02-13] 18.0 M 140.8 M
Offered $20,250,000 · Filed 2009-04-15 (D) · Exemption 506 · Remaining $2,250,000 · Duration One year or less · Revenue Decline to Disclose
RE Prime Old County LP [2012-02-13] 8.1 M 53.2 M
Offered $8,100,000 · Filed 2009-10-26 (D) · Exemption 506 · Duration One year or less · Revenue Decline to Disclose
RE Prime/Park Labrea Investment LP 2012-02-13 1,500.2 M
RE Prime Portfolio Holdings LLC 2012-02-13 138.1 M
RE Prime Property Fund II LP 2012-02-13 40.6 M
RE Prime Richmond LP 2012-02-13 0.8 M
RE Prime/Rivershore LLC 2012-02-13 27.0 M
RE Prime Rock Creek LLC 2012-02-13 34.7 M
HF Prime Sahara LLC 2012-02-13 0.9 M
RE Prime/SCRC LP 2012-02-13 44.6 M
RE Prime Silver State Investments LP 2012-02-13 0.2 M
RE Prime/South Coast LP 2012-02-13 37.6 M
RE Prime South Main LP [2012-02-13] 9.5 M 64.0 M
Offered $10,687,500 · Filed 2009-05-29 (D) · Exemption 506 · Remaining $1,187,500 · Duration One year or less · Revenue Decline to Disclose
RE Prime Southwest LP [2012-02-13] 47.6 M
RE Prime Spain Investments LP [2012-02-13] 40.5 M
RE Prime Sunrise LLC 2012-02-13 23.1 M
RE Prime Terrace LLC 2012-02-13 21.5 M
RE Prime Torrey LP [2012-02-13] 63.1 M
RE Prime Tramway LP 2012-02-13 19.8 M
RE Prime Washington Investments LP [2012-02-13] 11.8 M 72.4 M
Offered $11,758,350 · Filed 2018-11-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
RE Prime Wellington LLC 2012-02-13 39.4 M
RE Prime Wimbledon Investments LLC 2012-02-13 52.7 M
RE Prime Wimbledon Northeast LP 2012-02-13 13.4 M
RE Prime Woodley LP [2012-02-13] 18.4 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 73 22.2
(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 73 22.2
By Discretionary
Discretionary 73 22.2
Non-Discretionary 0 0.0
Total 73 22.2
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 21.6
Total 73 22.2
Form D Directors Role # Filings # Firms 2011 - 2026
John Atwater Executive Officer 71 2
Steven Gerstung Executive Officer 56 2
Jon Brayshaw Executive Officer 56 2
Scott Douglass Executive Officer 51 2
Daniel James Executive Officer 47 2
Prime Finance Special Situations Fund 2 GP LLC Promoter 5 2
Resources Group LLC Construction Management Executive Officer 3 2
Prime Finance GP IV LLC Promoter 2 2
Prime Finance Special Situations 2020 GP LLC Promoter 3 1
Prime Finance Cmbs Opportunities Fund 4 GP LLC Promoter 2 1
View All
Firm Profile (Form ADV)
Discretionary AUM$5.5B
ServesInstitutional
Fund TypesHedge Fund, Private Equity, Real Estate
LEI9845005A7CBAFX76A787
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