Prospect Hill Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134080
- Registered since
- May 3, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.64%
- Pooled Investment Vehicles18.29%
- Individuals0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prospect Hill Management, LLC is an SEC-registered independent RIA organized as an LLC and active since 2021. Ownership is individual, and the firm serves both individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and for pooled investment vehicles. Fee arrangements combine a percentage-of-AUM model with the option for fixed fees. The firm is not positioned as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2John Mccolgan
President, Chief Executive OfficerCRD 4908001
James Mccolgan
President and CEOCRD 4908004
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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