PRIME FINANCE ADVISOR, L.P.
CRD #159971 SEC #801-73438 SAN FRANCISCO, CA 415-986-2415
SEC Registered Private Funds
Total AUM
$20.5B
Discretionary
$20.5B
Employees
169
Clients
--
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $20.5B | $20.5B | $0 | 169 | 0 |
| Mar 2025 | $20.5B | $20.5B | $0 | 169 | 0 |
| Mar 2024 | $18.6B | $18.6B | $0 | 151 | 0 |
| Mar 2024 | $18.6B | $18.6B | $0 | 151 | 0 |
| May 2023 | $18.5B | $18.5B | $0 | 138 | 0 |
| May 2023 | $18.5B | $18.5B | $0 | 138 | 0 |
| Mar 2023 | $18.5B | $18.5B | $0 | 138 | 0 |
| May 2022 | $16B | $16B | $0 | 101 | 0 |
| May 2022 | $16B | $16B | $0 | 101 | 0 |
| Mar 2022 | $16B | $16B | $0 | 101 | 0 |
| Mar 2021 | $13.1B | $13.1B | $0 | 81 | 0 |
| Mar 2020 | $11.4B | $11.4B | $0 | 67 | 0 |
| Feb 2020 | $10.7B | $10.7B | $0 | 65 | 0 |
| Jan 2020 | $10.7B | $10.7B | $0 | 65 | 0 |
| Mar 2019 | $10.7B | $10.7B | $0 | 65 | 0 |
| Mar 2018 | $10B | $10B | $0 | 61 | 55 |
| Mar 2017 | $9.3B | $9.3B | $0 | 59 | 26 |
| Jan 2017 | $8.2B | $8.2B | $0 | 45 | 26 |
| Mar 2016 | $8.2B | $8.2B | $0 | 45 | 26 |
| Mar 2015 | $6.7B | $6.7B | $0 | 41 | 26 |
| Mar 2014 | $5.5B | $5.5B | $0 | 35 | 26 |
| Jun 2013 | $4.2B | $4.2B | $0 | 33 | 26 |
| Mar 2013 | $5.5B | $5.5B | $0 | 33 | 26 |
| Feb 2012 | $3.7B | $3.7B | $0 | -- | 26 |
DateMar 2025
Total AUM$20.5B
Discretionary$20.5B
Non-Disc.$0
Employees169
Clients0
DateMar 2025
Total AUM$20.5B
Discretionary$20.5B
Non-Disc.$0
Employees169
Clients0
DateMar 2024
Total AUM$18.6B
Discretionary$18.6B
Non-Disc.$0
Employees151
Clients0
DateMar 2024
Total AUM$18.6B
Discretionary$18.6B
Non-Disc.$0
Employees151
Clients0
DateMay 2023
Total AUM$18.5B
Discretionary$18.5B
Non-Disc.$0
Employees138
Clients0
DateMay 2023
Total AUM$18.5B
Discretionary$18.5B
Non-Disc.$0
Employees138
Clients0
DateMar 2023
Total AUM$18.5B
Discretionary$18.5B
Non-Disc.$0
Employees138
Clients0
DateMay 2022
Total AUM$16B
Discretionary$16B
Non-Disc.$0
Employees101
Clients0
DateMay 2022
Total AUM$16B
Discretionary$16B
Non-Disc.$0
Employees101
Clients0
DateMar 2022
Total AUM$16B
Discretionary$16B
Non-Disc.$0
Employees101
Clients0
DateMar 2021
Total AUM$13.1B
Discretionary$13.1B
Non-Disc.$0
Employees81
Clients0
DateMar 2020
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees67
Clients0
DateFeb 2020
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees65
Clients0
DateJan 2020
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees65
Clients0
DateMar 2019
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees65
Clients0
DateMar 2018
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees61
Clients55
DateMar 2017
Total AUM$9.3B
Discretionary$9.3B
Non-Disc.$0
Employees59
Clients26
DateJan 2017
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees45
Clients26
DateMar 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees45
Clients26
DateMar 2015
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees41
Clients26
DateMar 2014
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees35
Clients26
DateJun 2013
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees33
Clients26
DateMar 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees33
Clients26
DateFeb 2012
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients26