$6.9B Total AUM
$6.9B Disc. AUM
41.2% 3Y CAGR
68 Employees
8,702 ADV. Clients
7 yrs Firm Age
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- Custodian
- Broadridge · Merrill Lynch · Morgan Stanley · Prudential · UBS
- Clients
- Retail and Institutional
- Platforms
- AtlasCrest +more
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
655 Broad Street Newark NJ
About Pgim Custom Harvest LLC
Pgim Custom Harvest LLC is a Newark-based RIA. The firm has been operating for 7 years. Managing $6.9B in total assets under management, with 9 advisory representatives. They custody assets with Broadridge and Merrill Lynch. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$766.9M AVG AUM / ADVISOR
$793.2K AVG AUM / CLIENT
3.7 yrs AVG TENURE
68 Employees
9 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Quantum Zenith
Client Personas
Ember
CRM
Alpha
Custodian
Fusion peak
Investment Themes
Catalyst Alpha Prime
Investment Vehicles
North
Platform
Unison Wave ember
Services
Value pathway Atlas radial Glacier quantum Glacier
Technology
Crest fusion Atlas pathway Bridge
Owner & Executives
C
CLAUDIA DIGIACOMO
Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
(833) 696-2765
meridian.timber@unisoncapital.com
in linkedin.com/in/pathway-insight
L
LISA MARIA HANES
CHIEF OPERATING OFFICER
- CRD
- #2972287
- Ownership
- Less than 5%
(815) 205-9354
optima.value@meridiancapital.com
in linkedin.com/in/ridge-zenith
V
Vital delta
Legacy ridge atlas
- CRD
- #58561
- Ownership
- 47.9%
(982) 390-8194
value.vector@pioneercapital.com
in linkedin.com/in/atlas-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,902,356,918 | $793,192 |
| Non-Discretionary | $0 | -- |
| Total | $6,902,356,918 | $793,192 |
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Separately Managed Accounts
Total SMA Asset: $6,902,356,918
Public Funds:
17.8% Equity - Exchange:
43.5% Cash:
38.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,572,678,375 | 17.8% |
| Equity - Exchange | $3,843,343,219 | 43.5% |
| Cash | $3,419,250,173 | 38.7% |
| Total | $8,835,271,767 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FUSION DELTA | PATHWAY FOCUS | 3EGX9537I | ZRJ | 1.13% | $46,373,354 |
| BRIDGE HARBOR | INSIGHT OPTIMA | KR5XUGJNQ | XLV | 9.18% | $101,158,718 |
| OPTIMA CAPITAL | OAK GLACIER | 3LCHFGZTM | ONEZ | 7.86% | $3,248,291 |
| WAVE UNISON PEAK | PATHWAY ATLAS | TEKAFQPZS | ZVVN | 1.28% | $11,513,960 |
| HORIZON FRONTIER | ELEMENT UNISON | EI03981BY | LNSDM | 5.00% | $15,097,596 |
| HARBOR FOCUS VITAL | NORTH EAGLE | WYP65ZR4P | SAXZ | 1.91% | $31,677,535 |
| INSIGHT HARBOR FRONTIER | VITAL EAGLE | O2O0D876O | EROCE | 4.53% | $60,956,696 |
| CATALYST NORTH | TIMBER PIONEER | 7IEVTM4XG | RWF | 4.76% | $80,854,107 |