Overview
Assets Under Management: $175 million
High-Net-Worth Clients: 36
Average Client Assets: $5 million
Frequently Asked Questions
PROSPECT HILL MANAGEMENT, 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 #134080), PROSPECT HILL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PROSPECT HILL MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated February 08, 2024. View client details ↓
According to their SEC Form ADV, PROSPECT HILL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
PROSPECT HILL MANAGEMENT, LLC manages $175 million in client assets according to their SEC filing dated February 08, 2024.
According to their SEC Form ADV, PROSPECT HILL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.22
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 134080
Last Filing Date: 2024-02-08 00:00:00
Website: https://prospecthill.net