Key facts
- Status: Privately Held (no backing).
Leadership
- Daniel BerkowitzInvestment Director
- ·Watchlist + deal alerts for Prudent Management Associates
- ·The full record, as it builds
Funding rounds
No funding rounds for Prudent Management Associates are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Prudent Management Associates
Provider of investment management services to high-net-worth individuals, families, and not-for-profit organizations. The firm manages over $1.0 billion in assets for 200+ clients and offers a range of resources including a monthly newsletter, regulatory disclosures, and client login. Located in Philadelphia.
- Sector
- Financial Services
- HQ
- Philadelphia, PA, United States
- Employees
- 22
- Website
- prudentmanagement.com/
- Ownership
- Privately Held (no backing)
Prudent Management Associates doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Prudent Management Associates shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Prudent Management Associates in its N-PORT filings yet. We sweep new filings monthly.