Prospera Funds, Inc.
Firm details
- Headquarters
- Isle Of Palms, South Carolina
- CRD number
- 331765
- Registered since
- March 31, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Prospera Funds, Inc. is an institutional registered investment adviser that provides portfolio management services for investment companies. The firm is registered with the SEC in 2025 and is organized as a corporation with ownership characterized as both a domestic entity and an individual. Its client focus is institutional, and its compensation model is percentage-of-AUM fees. Prospera is not identified as an active ESG investor, is not listed as a multi-state registered adviser, and is not categorized as a capital allocator.
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
Owners & executives
2 of 2
Kristof Wild
CIO & CCOCRD 7295947
Michael Lowenberg
CFOCRD 2505584
Contacts
2 of 2
Peter Montalbano
Senior Portfolio ManagerCRD 2208686
Michael Pierce
Marketing SpecialistCRD 2602409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Isle Of Palms, SC
Charleston
Location
Isle Of Palms, SC
Headquartered in Isle Of Palms, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 119 Charleston Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Income Growth Advisors, LLC
RIADaniel Island, SC
Hilton Head Wealth Advisors, LLC
RIABluffton, SC
Multipath Wealth Magement
RIAColumbia, SC
Integritas Wealth Strategies, LLC
RIACharleston, SC
Sherman Financial & Wealth Management
RIADaniel Island, SC
Wilson David Investment Advisors
RIAAiken, SC