SHARED PROSPERITY GROUP

Overview

Shared Prosperity Group is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm focuses on fee-based portfolio management and financial planning, charging a percentage of assets under management. Its stated activity is concentrated on discretionary portfolio work for individuals and small businesses rather than institutional consulting or multi-state advisory operations. Shared Prosperity Group does not identify as an active ESG investor and is not positioned as a capital allocator in the sense of running a multi-manager platform, but it does place client capital into external alternative managers when appropriate. Investment preferences tilt toward publicly traded equities and exchange-traded strategies as the primary building blocks of client portfolios, with a clear preference for equity exposure. The firm also makes selective use of mutual funds and accesses alternative investments — including venture capital, private placements and real estate — to complement core equity holdings, typically through third-party fund structures. This mix reflects a boutique advisory model that combines liquid equity exposure with targeted private-market allocations.

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