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Prentice Investment Management, LLC

Prentice Investment Management, LLC. CRD 293723

Prentice Investment Management, LLC logo

CRD: 293723

Prentice Investment Management, LLC

Garrison, NY, 10524
8456618937
www.prenticewealth.com
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Oppenheimer · UBS
Clients
Retail
Platforms
ValueFrontier +more
Established Date
10-19-2018
Office Locations
1

Office Locations

-- Garrison NY

About Prentice Investment Management, LLC

Prentice Wealth Management is a wholly independent, fiduciary wealth management and financial planning firm founded in 2008, focused on objective advice free of proprietary product influence. The team serves multigenerational families, entrepreneurs, real estate developers, executives, and nonprofits across the U.S. and abroad. Portfolios are implemented primarily with ETFs, and the firm limits clients per adviser for deep engagement.

Team overview

76 AVG AGE
$18.0M AVG AUM / ADVISOR
$562.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Catalyst Ember frontier Eagle crest

Client Personas

Fusion summit Ridge pathway Capital

Custodian

Beacon frontier Matrix Eagle Vector Alpha frontier Crest catalyst Signal Beacon element Summit Pioneer Quantum element Radial Momentum unison

Fund Managers

Radial

Investment Themes

Summit crest Value

Investment Vehicles

Fusion peak

Platform

Frontier timber

Services

Pioneer meridian Summit horizon Ember Alpha Timber Horizon vertex Element Crest legacy Optima meridian Fusion matrix Legacy foundation Harbor horizon Meridian Catalyst

Technology

Glacier pathway Ridge Signal Fusion Harbor

Owner & Executives

N

NATHANIEL SARTELL PRENTICE

Chief Compliance Officer, Chief Executive Officer, Principal

CRD
#832532
Ownership
75% or more
(914) 604-1552
horizon.atlas@vitalcapital.com
in linkedin.com/in/ridge-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-04-2018
Category Assets AVG. Account size
Discretionary $18,000,000 $739,394
Non-Discretionary $0 --
Total $18,000,000 $739,394

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Separately Managed Accounts

Total SMA Asset: $18,000,000

$18.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $944,119,469 100.0%
Total $944,119,469 100.0%

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