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- Custodian
- Fidelity/NFS · FNZ Trust · JP Morgan · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-1984
- Office Locations
- 3
Office Locations
About Charles Pratt & Company, L.l.c.
CP & Co. (Charles Pratt & Company) is a New York-based firm founded in 1891 to manage the Charles Pratt estate, serving Pratt descendants and select private clients. It provides custodial administration, investment management, tax and accounting, and trust/estate planning through its Dosoris Trust Company subsidiary. Portfolios emphasize asset allocation with significant ETF use, with custody via FNZ Trust/State Street.
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Owner & Executives
MARY OFFUTT PRATT
--
- CRD
- --
- Ownership
- 10% but less than 25%
HAROLD IRVING PRATT
DIRECTOR, Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
Crest delta
Element eagle
- CRD
- #97692
- Ownership
- 6.0%
Showing 2 of 13 owners & executives
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Margaret Cutter
--
- CRD
- --
david p hunt
chairman
- CRD
- --
Legacy zenith
Horizon crest
- CRD
- #46260
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $886,721,925 | $2,205,776 |
| Non-Discretionary | $29,370,277 | $206,833 |
| Total | $916,092,202 | $1,683,993 |
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Separately Managed Accounts
Total SMA Asset: $670,624,385
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $556,080,550 | 18.1% |
| Cash | $298,010,019 | 9.7% |
| Public Funds | $964,692,225 | 31.4% |
| U.S. Government/Agency | $546,863,745 | 17.8% |
| Other | $387,105,797 | 12.6% |
| Corporate - Investment Grade | $319,515,897 | 10.4% |
| Total | $3,072,268,233 | 100.0% |