Overview
Assets Under Management: $225 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 32
Average Client Assets: $2.0 million
Frequently Asked Questions
PRATO CAPITAL MANAGEMENT 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 #289917), PRATO CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
PRATO CAPITAL MANAGEMENT is headquartered in WHITE PLAINS, NY.
PRATO CAPITAL MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, PRATO CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRATO CAPITAL MANAGEMENT manages $225 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, PRATO CAPITAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.87%
Average Client Assets: $2.0 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 289917
Filing ID: 2049280
Last Filing Date: 2026-03-02 13:27:57