Prestige Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 175457
- Website
- www.prestigecapital.com
- Custodians
- PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI78.92%
- Pooled Investment Vehicles19.51%
- Individuals1.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prestige Capital Management, LLC is structured as a limited liability company that operates in the private equity fund space and serves primarily institutional clients. Ownership is held by an individual and the firm provides portfolio management services for both individuals/small businesses and pooled investment vehicles. Its advisory model includes percentage-of-AUM fees alongside performance-based fees. Prestige is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents41%
- US Government Bonds31%
- Exchange Traded Equities28%
Contacts
2 of 2Brett Brandes
PrincipalCRD 1913445
Norman Beckoff
PrincipalCRD 1474035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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