Prima Capital Advisors LLC is a large advisory firm based in Scarsdale. It manages $4.01 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Prima Capital Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension and profit sharing plans and securitization trusts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Prima Capital Advisors LLC is $4.01 billion. The firm's AUM has grown by 97% since the beginning of its operation, and $833 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Prima Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Gregory Alan White is pooled investment vehicles with 1 clients and $834.93 million of assets under management. Among the 11 most similar advisory firms, Prima Capital Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.12 billion for 8 clients. 23% of the firm’s clients are foreign persons or businesses.
Prima Capital Advisors also advises several private funds. Namely, one other private fund.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gregory Alan White has been acting as President since 1 Dec 2002. Dorothy Heyl joined the executive team most recently as the Chief Compliance Officer/General Counsel.
The principal office where Prima Capital Advisors LLC performs its advisory services is located at 2 Overhill Road, Scarsdale, NY 10583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-725-9380 or by fax 914-725-9385. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at primaadvisors.com.