Overview

Assets Under Management: $5.4 billion
Headquarters: NEWARK, NJ
High-Net-Worth Clients: 6,017
Average Client Assets: $857,285

Frequently Asked Questions

PGIM CUSTOM HARVEST LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #290235), PGIM CUSTOM HARVEST LLC is subject to fiduciary duty under federal law.

PGIM CUSTOM HARVEST LLC is headquartered in NEWARK, NJ.

PGIM CUSTOM HARVEST LLC serves 6,017 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓

According to their SEC Form ADV, PGIM CUSTOM HARVEST LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓

PGIM CUSTOM HARVEST LLC manages $5.4 billion in client assets according to their SEC filing dated December 01, 2025.

According to their SEC Form ADV, PGIM CUSTOM HARVEST LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 6,017
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.99
Average High-Net-Worth Client Assets: $857,285
Total Client Accounts: 6,171
Discretionary Accounts: 6,171

Regulatory Filings

CRD Number: 290235
Filing ID: 2031090
Last Filing Date: 2025-12-01 15:43:10
Website: 0