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| Prosperitas Financial LLC
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|---|---|
| CRD # | 315768 |
| SEC # | 801-122207 |
| CIK # | 0002001016 |
| AUM | 812.5 M (2026-03-17) |
| Employees | 33 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 661-255-9555 |
| Address | 25060 Avenue Stanford Valencia, CA 91355 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Alphabet Inc | 11.7 | ||
| Nvidia Corp | 10.3 | ||
| Amazon Com Inc | 8.9 | ||
| Comfort Systems USA Inc | 8.3 | ||
| Microsoft Corp | 8.0 | ||
| Facebook Inc | 7.1 | ||
| GS Acquisition Holdings Corp | 6.6 | ||
| Chevron Corp | 6.4 | ||
| Netflix Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,595 | 359.1 |
| (b) Individuals (high net worth individuals) | 150 | 336.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 172 | 17.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.0 |
| (g) Pension and profit sharing plans | 219 | 98.1 |
| (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 | 4,890 | 812.5 |
| By Discretionary | ||
| Discretionary | 4,497 | 695.4 |
| Non-Discretionary | 393 | 117.0 |
| Total | 4,890 | 812.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 812.4 | |
| Total | 4,890 | 812.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001016] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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