PROSPERITAS INVESTMENT MANAGEMENT, LLLP
CRD #269946 SEC #801-106662 ST THOMAS, VI 340-774-5566
SEC Registered
Total AUM
$70.5M
Discretionary
$70.5M
Employees
4
Clients
1
Accounts
16
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Virgin Islands
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHERYL K HAIGLEY IRREVOCABLE TRUST U/A/D 10/1/12, DALE F SCHMIDT TRUSTEE | DE | TRUSTEE | C | Control |
| CHERYL K HAIGLEY IRREVOCABLE TRUST U/A/D 10/1/12, DALE F SCHMIDT TRUSTEE | DE | TRUSTEE | C | Control |
| CHERYL K HAIGLEY IRREVOCABLE TRUST U/A/D 10/1/12, DALE F SCHMIDT TRUSTEE | DE | TRUSTEE | C | Control |
| CHERYL K HAIGLEY IRREVOCABLE TRUST U/A/D 10/1/12, DALE F SCHMIDT TRUSTEE | DE | TRUSTEE | C | Control |
| DALE F. SCHMIDT IREEVOCABLE TRUST U/A/D 12/21/2012 CHERYL K HAIGLEY TRUSTEE | DE | TRUSTEE | C | Control |
| DALE F. SCHMIDT IREEVOCABLE TRUST U/A/D 12/21/2012 CHERYL K HAIGLEY TRUSTEE | DE | TRUSTEE | C | Control |
| DALE F. SCHMIDT IREEVOCABLE TRUST U/A/D 12/21/2012 CHERYL K HAIGLEY TRUSTEE | DE | TRUSTEE | C | Control |
| DALE F. SCHMIDT IREEVOCABLE TRUST U/A/D 12/21/2012 CHERYL K HAIGLEY TRUSTEE | DE | TRUSTEE | C | Control |
| DALE F. SCHMIDT IREEVOCABLE TRUST U/A/D 12/21/2012 CHERYL K HAIGLEY TRUSTEE | DE | TRUSTEE | C | Control |
| SCHMIDT, DALE, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHMIDT, DALE, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHMIDT, DALE, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHMIDT, DALE, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHMIDT, DALE, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BARTON, MICHAEL, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARTON, MICHAEL, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARTON, MICHAEL, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARTON, MICHAEL, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARTON, MICHAEL, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MICHAEL V BARTON FAMILY TRUST U/A/D 4/22/2005, MICHAEL V BARTON TRUSTEE | DE | TRUSTEE | B | Control |
| MICHAEL V BARTON FAMILY TRUST U/A/D 4/22/2005, MICHAEL V BARTON TRUSTEE | DE | TRUSTEE | B | Control |
| MICHAEL V BARTON FAMILY TRUST U/A/D 4/22/2005, MICHAEL V BARTON TRUSTEE | DE | TRUSTEE | B | Control |
| MICHAEL V BARTON FAMILY TRUST U/A/D 4/22/2005, MICHAEL V BARTON TRUSTEE | DE | TRUSTEE | B | Control |
| MICHAEL V BARTON FAMILY TRUST U/A/D 4/22/2005, MICHAEL V BARTON TRUSTEE | DE | TRUSTEE | B | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (2)
FL VI
Address
5326 YACHT HAVEN GRANDESUITE K206
ST THOMAS, VI 00802
United States
Phone: 340-774-5566