{ "crd_number": 110085, "slug": "primesolutions-advisors-llc-pittsburgh-pa-110085", "primary_business_name": "PRIMESOLUTIONS ADVISORS, LLC", "legal_name": "PRIMESOLUTIONS ADVISORS, LLC", "dbas": [], "city": "Pittsburgh", "state": "PA", "country": "United States", "cbsa_code": "38300", "metro": { "cbsa_code": "38300", "common_name": "Pittsburgh", "msa_name": "Pittsburgh, PA", "path": "/advisors/pa/pittsburgh" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2001-02-16", "years_registered": 25, "period": "2026-10-01", "filing_date": "2026-03-19", "carried_forward": false, "raum_total": 440086455.0, "raum_discretionary": 440086455.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pension_profit_sharing": { "raum": 440086455.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed" ], "advisory_activities": [ "educational_seminars", "other", "pension_consulting", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 4, "states_registered": [ "PA" ], "websites": [ "https://primesolutionsadvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110085", "disclosure_items": [ { "item": "11.D(1)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" } ], "city_as_filed": "PITTSBURGH", "url": "https://advisorcensus.com/firm/primesolutions-advisors-llc-pittsburgh-pa-110085", "display_name": "Primesolutions Advisors, LLC", "summary": "Primesolutions Advisors, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.", "citation": "AdvisorCensus. Primesolutions Advisors, LLC (CRD 110085): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Primesolutions Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Primesolutions Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Primesolutions Advisors, LLC located?", "a": "Primesolutions Advisors, LLC's principal office is in Pittsburgh, PA, according to its Form ADV." }, { "q": "Is Primesolutions Advisors, LLC registered with the SEC or a state?", "a": "Primesolutions Advisors, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 110085." }, { "q": "How much does Primesolutions Advisors, LLC manage?", "a": "Primesolutions Advisors, LLC reports $440,086,455 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)." }, { "q": "How have Primesolutions Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Primesolutions Advisors, LLC: Regulatory assets under management: $163,549,844 in the October 2021 data and $440,086,455 in the October 2026 data, up 169%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "Which custodians does Primesolutions Advisors, LLC use?", "a": "Primesolutions Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Great Grey Trust Compamy and Great-West Trust Company, LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Primesolutions Advisors, LLC report any disciplinary disclosures?", "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110085" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 163549844.0, "total_employees": 2, "filing_date": "2021-09-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 186215887.0, "total_employees": 2, "filing_date": "2022-05-05" }, { "period": "2023-10-01", "regulatory_assets_under_management": 156506914.0, "total_employees": 2, "filing_date": "2023-03-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 178257071.0, "total_employees": 2, "filing_date": "2024-02-20" }, { "period": "2025-10-01", "regulatory_assets_under_management": 402585606.0, "total_employees": 2, "filing_date": "2025-03-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 440086455.0, "total_employees": 2, "filing_date": "2026-03-19" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Great Grey Trust Compamy", "name_as_filed": "GREAT GREY TRUST COMPAMY", "affiliated": false }, { "name": "Great-West Trust Company, LLC", "name_as_filed": "GREAT-WEST TRUST COMPANY, LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/primesolutions-advisors-llc-pittsburgh-pa-110085.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 440086455.0 } ], "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110085", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }