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.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.