$23.3M Total AUM
$23.3M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Unison beacon
- Established Date
- 03-30-2015
- Office Locations
- 1
Office Locations
-- East Northport NY
About Prestige Capital Management, LLC
Prestige Capital is a commercial finance company that provides invoice funding by purchasing invoices directly from businesses. It serves companies with roughly $3M–$300M in annual sales and works with referral partners such as brokers to place transactions. Founded in 1985, it emphasizes long-standing, direct client funding experience.
Team overview
64 AVG AGE
$11.6M AVG AUM / ADVISOR
$23.3M AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Asset Classes
Ember Oak crest Meridian signal
Client Personas
Legacy capital Vertex
Custodian
Timber Radial Vital crest Capital
Investment Themes
Capital prime
Investment Vehicles
Radial Vertex catalyst
Services
North
Technology
Momentum
Owner & Executives
N
NORMAN MARVIN BECKOFF
Principal
- CRD
- #1474035
- Ownership
- 50% but less than 75%
(976) 681-4344
prime.radial@alphacapital.com
in linkedin.com/in/timber-value
B
BRETT ADAM BRANDES
Money Manager, PRINCIPAL
- CRD
- #1913445
- Ownership
- 50% but less than 75%
(316) 286-6792
harbor.beacon@valuecapital.com
in linkedin.com/in/summit-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,251,213 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,251,213 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,713,760
Cash:
48.9% U.S. Government/Agency:
39.6% Equity - Exchange:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,893,037,113 | 48.9% |
| U.S. Government/Agency | $1,533,011,650 | 39.6% |
| Equity - Exchange | $445,192,777 | 11.5% |
| Total | $3,871,241,540 | 100.0% |