PROSPERITY ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
331280
Registered since
May 2, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • MATTHEW SHESKEY

    CFO & CCOCRD 5571122

  • DIMITRIOS CHALVATSIOTIS

    Co-CIOCRD 3078102

  • PAUL SOHN

    Co-CIOCRD 7902848

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth