PROSPERITY ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 331280
- Registered since
- May 2, 2024
Firm profile
FINTRXOverview
Prosperity Advisors LLC is an SEC-registered limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. Although it is registered as an adviser (registration recorded in 2024), the firm does not report a traditional retail or advisory client base; instead its reported activity centers on operating at the fund level. The dataset classifies the firm as an individual-owned entity and lists it as a sponsor, GP and managing member of pooled vehicles, which positions the organization as an active manager of private investment structures rather than a broad-based RIA serving many retail accounts. The firm is not flagged as an active ESG investor, is not a multi-state adviser under the dataset, and is not described as a pension consultant or related adviser. The emphasis in public reporting is on pooled fund management and the responsibilities that come with serving as GP—capital raising, portfolio construction and ongoing governance of a private fund vehicle.
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
3 of 3MATTHEW SHESKEY
CFO & CCOCRD 5571122
DIMITRIOS CHALVATSIOTIS
Co-CIOCRD 3078102
PAUL SOHN
Co-CIOCRD 7902848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 122 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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