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PRIMA CAPITAL ADVISORS

SCARSDALE, NY · CRD 124719 · IAPD ↗ · primaadvisors.com · 914-725-9380

$9.53BRegulatory AUM
7Advisory reps
10Employees
1Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
July 2024 — PRIMA CAPITAL ADVISORS (SCARSDALE, NY) left the SEC roster (was $9.53B RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.