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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
- 2
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.
Reported data analysis
What the numbers show
Between May 1, 2025 and June 1, 2026, reported AUM increased 4.5%, from $876.8M to $916.1M.
Across 5 reported observations, AUM increased 2.4% between September 16, 2022 and June 1, 2026, from $894.9M to $916.1M.
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 1 advisory representatives and 315 clients, or 315 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 2 reported office locations and 42 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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The full Charles Pratt & Company, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 13 owners & executives
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ELLEN MARIE LAZARUS
President
- CRD
- #1253495
Robert Sussman
Vice President
- CRD
- --
Showing 2 of 15 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
SMA allocation detail is available
Charles Pratt & Company, L.l.c. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.