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Prime Group Advisor, L.P. (San Francisco)


Prime Group Advisor, L.P. is a large advisory firm based in San Francisco. It manages $5.47 billion of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Illinois.

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Prime Group Advisor provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Prime Group Advisor: assets under management

The assets under management (AUM) of Prime Group Advisor, L.P. is $5.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prime Group Advisor, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Clark Atwater Member 1 Nov 2011 50% - 75% 1220073
Daniel Henry James Member 1 Nov 2011 50% - 75% 6027571

Based in San Francisco

The principal office where Prime Group Advisor, L.P. performs its advisory services is located at 50 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-986-2415 or by fax 415-986-4518. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.prime-finance.com.


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