Prospect Financial Group LLC

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Assets, Funds, Holdings

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Prospect Financial Group LLC
CRD #133953
SEC #801-123732
CIK #0001162056
AUM $159.4 MM (2024-03-15)
Employees 1 (100% Investors, 0% Brokers)
Phone703-852-9673
Address3617 N Albemarle St
Arlington, VA 22207
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16012896643202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8 4.4
(b) Individuals (high net worth individuals) 35 155.0
(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 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 327 159.4
By Discretionary
Discretionary 327 159.4
Non-Discretionary 0 0.0
Total 327 159.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.4
Total 327 159.4
EDGAR Form CIK 2011 - 2024
3 [0001162056]
4 [0001162056]
Form 3/4/5 Subject 2011 - 2024
Prospect Management Co II LLC
Prospect Venture Partners II LP
Prospect Venture Partners LP
Schnell David
Vitae Pharmaceuticals, Inc
Hirsch Russell C
Prospect Management Co LLC
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