Prism Fund Solutions, Inc.

Overview

Prism Fund Solutions, Inc. is a corporation registered as an institutional RIA serving both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, offers pension consulting services, and runs educational seminars or workshops. Its fee arrangements include percentage-of-AUM and fixed-fee models. Prism is not identified as a multi-state adviser or an active ESG investor; it is structured as a domestic entity and does not act as a capital allocator. Prism’s asset mix and reporting indicate a manager that leans toward client-directed engagement: most assets are non-discretionary, suggesting the firm frequently operates in an advisory or consultative capacity rather than exercising broad trading authority across client portfolios.

Assets & Accounts

Public Holdings

Location & Offices