# Prime Finance Advisor, L.P.

> Prime Finance Advisor, L.P. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 159971
- Filed as: PRIME FINANCE ADVISOR, L.P.
- Also doing business as: PRIME FINANCE ADVISOR CHICAGO, L.P., PRIME FINANCE ADVISOR NEW YORK, L.P., PRIME RESIDENTIAL CAPITAL MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159971
- AdvisorCensus page: https://advisorcensus.com/firm/prime-finance-advisor-l-p-san-francisco-ca-159971

## Quick answers

**How is Prime Finance Advisor, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Prime Finance Advisor, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Prime Finance Advisor, L.P. located?**
Prime Finance Advisor, L.P.'s principal office is in San Francisco, CA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Prime Finance Advisor, L.P. registered with the SEC or a state?**
Prime Finance Advisor, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159971.

**How much does Prime Finance Advisor, L.P. manage?**
Prime Finance Advisor, L.P. reports $22,224,814,751 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Prime Finance Advisor, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Prime Finance Advisor, L.P.: Regulatory assets under management: $13,110,972,212 in the October 2021 data and $22,224,814,751 in the October 2026 data, up 70%. Total employees: 81 in October 2021 and 185 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prime Finance Advisor, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (73).

**Does Prime Finance Advisor, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159971

**What changed in Prime Finance Advisor, L.P.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $22,224,814,751
- Discretionary: $22,224,814,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 73 | $22,224,814,751 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 185 total, 91 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chicago, IL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- primeapts.com
- primefinance.com
- primegrp.com
- LinkedIn @prime-group
- LinkedIn @primefinance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,110,972,212 | 81 | March 30, 2021 |
| October 2022 | $15,972,465,566 | 101 | May 20, 2022 |
| October 2023 | $18,496,883,621 | 138 | May 3, 2023 |
| October 2024 | $18,593,206,956 | 151 | March 30, 2024 |
| October 2025 | $20,507,656,813 | 169 | March 31, 2025 |
| October 2026 | $22,224,814,751 | 185 | May 19, 2026 |

Regulatory assets under management: $13,110,972,212 in the October 2021 data and $22,224,814,751 in the October 2026 data, up 70%.
Total employees: 81 in October 2021 and 185 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- No longer lists the business name Prime Residential Advisor, LLC.
- Added the business name Prime Residential Capital Management, L.P..
- Employees performing advisory functions went from 99 to 91.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prime Finance Advisor, L.P. (CRD 159971): Form ADV filing data as of October 2026.