Prescott General Partners LLC
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Overview
Prescott General Partners LLC is a financial advisor company located in Boca Raton, Florida. Prescott General Partners LLC controls $1.5 billion in assets under management across three client accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Prescott General Partners LLC has a small team, including 2 financial advisors. Prescott General Partners LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, bonds and equities.
Prescott General Partners LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without requiring the client's authorization. Prescott General Partners LLC oversees about $494.5 million for every customer account. The typical advisor at Prescott General Partners LLC manages around two client accounts, making it one of the most personalized financial advisor firms in the country.
Prescott General Partners LLC's main office is located at 2200 Butts Road, Suite 320, Boca Raton, Florida 33431. The firm is allowed to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Prescott General Partners LLC by the Numbers
$1.5 billion
4
3
$494.5 million
Fee Structure
Financial advisory fees typically vary depending on the type of financial services offered. However, fees charged by Prescott General Partners LLC likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its three clients, Prescott General Partners LLC's largest client type is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Prescott General Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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