PRINCE ASSET MANAGEMENT, INC.

Overview

Prince Asset Management, Inc. is a boutique advisory corporation that manages concentrated equity exposure for individual, family and smaller institutional clients. The firm’s stated advisory activity is portfolio management for individuals and small businesses and it charges clients on a percentage-of-assets-under-management basis. Investment positioning is equity-first: exchange-traded equities are the dominant sleeve, supported by mutual funds and a targeted allocation to alternatives such as private placements, direct real estate and REITs. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser. Investment behavior shows a practical, liquid-oriented approach: a large share of assets sit in exchange-traded instruments, suggesting the team favors tradable, transparent holdings that can be traded at scale for client accounts. The presence of private placements and real estate/REIT exposure indicates the firm supplements its public market exposure with selected illiquid or semi-liquid alternative strategies when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices