Prospect Ridge

Fee-Only (% of Portfolio)

Prospect Ridge Advisors provides investment advice to pooled investment vehicles like private real estate funds and joint ventures. They specialize in equity real estate investments and commercial debt lending. Prospect Ridge formulates investment strategies and manages the investment of client assets, investing in multiple assets as described in the Funds’ Governing Documents. Investment advice is provided directly to the Funds but not individually to the limited partners or shareholders of such vehicles.

Assets Under Management$5.4B
Clients32
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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