RIA Intel›Advisers›New York›PRIMA CAPITAL ADVISORS LLC

PRIMA CAPITAL ADVISORS LLC

Advisory

N·SCARSDALE, NY

Data as of Jun 7, 2024 · Source: SEC Form ADV

Total AUM

$9.5B

1-Year AUM Growth

+19.1%

3-Year CAGR

+16.4%

Employees

7

Assets Under Management

Total AUM$9.5B

Discretionary AUM$8.5B

Non-Discretionary AUM$1.0B

Discretionary %89.5%

Total Clients—

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingDec 20, 2002

Latest FilingJun 7, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRIMA CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.