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PROSPECT HILL MANAGEMENT, LLC

· CRD 134080 · IAPD ↗ · 908-277-0159

$256.6MRegulatory AUM
1Advisory reps
2Employees
39Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — PROSPECT HILL MANAGEMENT, LLC reported RAUM up 34% ($175.1M -> $234.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2024 — PROSPECT HILL MANAGEMENT, LLC reported RAUM up 44% ($121.5M -> $175.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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