P
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2023
- Office Locations
- 2
Office Locations
185 E. Church Street Ukiah CA
-- Huntington Beach CA
About Prosperent Capital, LLC
Prosperent Capital, LLC is a California-based RIA (est. 2023) providing financial planning and discretionary portfolio management for entrepreneurs and other retail/institutional clients. The firm emphasizes asset allocation and risk management, with retirement, insurance, and charitable planning, and may use mutual funds, annuities, and private/hedge funds. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
Wave
Investment Themes
Atlas Prime Zenith
Investment Vehicles
Value
Services
Legacy timber Meridian glacier Quantum North Legacy Timber Insight Vital element
Owner & Executives
A
ANGIE MARIE GRAINGER
Chief Executive Officer, Founder, Managing Partner
- CRD
- #5219499
- Ownership
- 75% or more
(417) 657-7889
vital.optima@summitcapital.com
in linkedin.com/in/beacon-summit
Showing 1 of 1 owners & executives
Unlock allContacts
E
Elisabeth Lynn Eropkin
--
- CRD
- #7997460
(566) 280-7671
harbor.foundation@signalcapital.com
in linkedin.com/in/ember-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,950,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,950,554 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,950,554
Equity - Exchange:
28.0% Cash:
72.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $150,590,852 | 28.0% |
| Cash | $387,233,618 | 72.0% |
| Total | $537,824,470 | 100.0% |