Equitable Prosperity Manager (EPM) provides investment advice to private equity funds that invest in businesses creating social impact in underserved communities. EPM manages the investment and reinvestment of each fund's assets and provides reports to investors. EPM originates investment opportunities, identifies capital sources, structures investments, and monitors portfolio performance.
Assets Under Management$280M
Clients3
AdvisorsN/A
Avg. per Client$94M
Avg. per AdvisorN/A
Fee Structure
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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