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| Prossimo Advisors LLC
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|---|---|
| CRD # | 289347 |
| SEC # | 801-118685 |
| CIK # | 0001965307 |
| AUM | 238.5 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-548-2800 |
| Address | 1150 Osos Street San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965307 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 0.8 | ||
| Cintas Corp | 0.5 | ||
| Apple Inc | 0.5 | ||
| LPL Investment Holdings Inc | 0.4 | ||
| Jacobs Engineering Group Inc /DE/ | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Johnson & Johnson | 0.3 | ||
| Bank of America Corp /DE/ | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.3 |
| (b) Individuals (high net worth individuals) | 26 | 201.8 |
| (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 | 3.9 |
| (h) Charitable organizations | 0 | 14.3 |
| (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 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 238.5 |
| By Discretionary | ||
| Discretionary | 101 | 238.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 101 | 238.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.5 | |
| Total | 101 | 238.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965307] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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