PROSPECT RIDGE
NEW YORK, NY · CRD 299594 · IAPD ↗ · prospectridge.com · 415-393-5316
$5.81BRegulatory AUM
44Advisory reps
44Employees
0Clients
n/aPlanning clients
16Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
54
April 2025 — PROSPECT RIDGE reported RAUM up 49% ($3.64B -> $5.43B).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.