RIA Intel›Advisers›Connecticut›PROSPECTOR PARTNERS, LLC

PROSPECTOR PARTNERS, LLC

Advisory

N·GUILFORD, CT

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM

$812M

1-Year AUM Growth

+6.5%

3-Year CAGR

-2.9%

Employees

9

Assets Under Management

Total AUM$812M

Discretionary AUM$812M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees9

Investment Advisers14

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record28

First FilingJul 1, 2005

Latest FilingMar 21, 2024

🔒 Full AUM trend chart and 28 historical filings spanning 19+ 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 PROSPECTOR PARTNERS, LLC

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