Prospect Capital Advisors, LLC

RIASEC RegisteredEst. 2015
Total AUM
$309M
Discretionary
$309M
100% of AUM
Avg account
$103M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
Sausalito, California
CRD number
119531
Registered since
June 30, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prospect Capital Advisors, LLC is a privately owned hedge fund advisor formed as an LLC and registered with the SEC in 2015. The firm serves an institutional client base and operates as a pooled-vehicle manager, performing portfolio management for its funds. Its regulatory/business activities are listed as CPO/CTA, and its fee mix combines a percentage-of-AUM component with performance-based fees. Prospect is not identified as an active ESG investor and is not classified as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • Keith Williams

    Keith Williams

    CCO & CFOCRD 7625934

Contacts

1 of 1
  • Daniel Mendoza

    Managing MemberCRD 2273186

Wealth teams

FINTRX

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

Sausalito, CA

Marin

Location

Sausalito, CA

Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
501 Humboldt Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth