Private Market View

PRATTES WEALTH PARTNERS

Hedge fund · NEWPORT BEACH, CA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • PRATTES WEALTH PARTNERS is a hedge fund based in NEWPORT BEACH, CA.

Registered with the SEC

Form ADV · 2026-04 · CRD 298746
Regulatory AUM
Private fund assets
$20.3M
Private funds
5 · 4 hedge, 1 other
Staff
5
Registered office
NEWPORT BEACH, CA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JASON A PRATTES FINANCIAL INC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for PRATTES WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.

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