# Priore Investments

> Priore Investments is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2025.

- CRD: 174319
- Filed as: PRIORE INVESTMENTS
- Legal name: Priore, Matthew Cote
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: February 11, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174319
- AdvisorCensus page: https://advisorcensus.com/firm/priore-investments-174319

## Quick answers

**How is Priore Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Priore Investments reports these compensation arrangements: a percentage of assets under its management.

**Is Priore Investments registered with the SEC or a state?**
Priore Investments is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174319.

**How much does Priore Investments manage?**
Priore Investments reports $1,500,000 in regulatory assets under management in its Form ADV filing dated February 11, 2025 (100% discretionary).

**Does Priore Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174319

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,500,000
- Discretionary: $1,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $500,000 |
| High net worth individuals | Fewer than 5 | $1,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Priore Investments (CRD 174319): Form ADV filing data as of October 2026.