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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest summitZenith +more
- Established Date
- 11-10-2010
- Office Locations
- 1
Office Locations
About Prosper Financial
Prosper provides consumer financial products—personal loans (funded by WebBank), an unsecured credit card (issued by Coastal Community Bank), and an alternative investing/IRA offering where investors can buy exposure to Prosper-originated loans. The investing platform highlights a weighted average historical return metric on loan notes and offers a non-market-linked diversification option alongside traditional portfolio holdings.
Team overview
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Custodian
Investment Themes
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Owner & Executives
RICHARD GARFIELD PEARCE Jr.
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #3225379
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,422,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,422,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,422,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,783,067,909 | 47.8% |
| Equity - Exchange | $2,461,368,451 | 31.1% |
| Cash | $1,669,931,651 | 21.1% |
| Total | $7,914,368,011 | 100.0% |