|
⚲
|
| Keyboard |
| Prudent Management Associates
✚
|
|
|---|---|
| CRD # | 16691 |
| SEC # | 801-20018 |
| CIK # | |
| AUM | 1,228.7 M (2026-03-27) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 215-994-1062 |
| Address | 2001 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 33.6 |
| (b) Individuals (high net worth individuals) | 158 | 971.1 |
| (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 | 7 | 58.6 |
| (h) Charitable organizations | 14 | 157.8 |
| (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 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 1,228.7 |
| By Discretionary | ||
| Discretionary | 601 | 1,228.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 601 | 1,228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,227.0 | |
| Total | 601 | 1,228.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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1,226.3 M | |
|
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|
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TX | 1,221.6 M |
|
Investment Metrics LLC
✚
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AZ | 1,221.0 M |