P
$256.6M Total AUM
$256.6M Disc. AUM
28.3% 3Y CAGR
2 Employees
78 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2000
- Office Locations
- 1
Office Locations
-- Summit NJ
About Prospect Hill Management, LLC
Prospect Hill Management, LLC is a Summit-based RIA. The firm has been operating for 26 years. Managing $256.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$256.6M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JOHN THOMAS MCCOLGAN
Chief Compliance Officer, President
- CRD
- #4908001
- Ownership
- 75% or more
Available
Available
Available
J
JAMES WILLIAM MCCOLGAN
VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,582,019 | $6,579,026 |
| Non-Discretionary | $0 | -- |
| Total | $256,582,019 | $6,579,026 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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