Prospera Funds, Inc.
Firm details
- Headquarters
- Isle Of Palms, South Carolina
- CRD number
- 331765
- Registered since
- March 31, 2025
- Website
- www.prosperafunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Prospera Funds, Inc. is a corporate institutional RIA that provides portfolio management for investment companies. The firm is SEC-registered (registered 2025) and serves an institutional client base on a percentage-of-AUM fee model. Prospectus-level activities identify the adviser primarily as a manager for investment-company clients rather than as a capital allocator or pension consultant. The snapshot data flags the firm as not an active ESG investor.
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
Michael Lowenberg
CFOCRD 2505584
Kristof Wild
CIO & CCOCRD 7295947
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
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