PRESCOTT ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$218M
Discretionary
$218M
100% of AUM
Avg account
$43.6M
Accounts
5
Employees
21
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
283784
Registered since
October 6, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prescott Advisors, LLC is an SEC-registered investment manager formed in 2017 that operates as a limited liability company owned by an individual. The firm positions itself as a multifaceted fund manager with primary activity in private equity and real estate fund management. Prescott serves institutional clients and provides portfolio management for pooled investment vehicles while also acting in commodity pool operator/commodity trading advisor (CPO/CTA) capacities and serving as sponsor, general partner, or managing member of pooled vehicles. Its compensation model combines an asset-based fee with performance-based fees, reflecting a traditional fund manager structure where incentives are tied to relative or absolute performance. Prescott is not characterized as an ESG-focused investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • STEVEN ABNEY

    Chief Financial OfficerCRD 1490633

  • Sandra Wilson

    Chief Financial OfficerCRD 8060860

  • Judson Pankey

    Chief Executive OfficerCRD 6711031

Contacts

1 of 1
  • Vance Detwiler

    PresidentCRD 6711034

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3100 Monticello Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth