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PROSPECT CREDIT REIT ADVISOR, LLC

WEST PALM BEACH, FL · CRD 331345 · IAPD ↗ · 561-285-4044

$42.6MRegulatory AUM
9Advisory reps
59Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — PROSPECT CREDIT REIT ADVISOR, LLC reported RAUM up 1316% ($3.0M -> $42.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — PROSPECT CREDIT REIT ADVISOR, LLC now reports 1 private fund(s) ($42.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
40
April 2025 — PROSPECT CREDIT REIT ADVISOR, LLC shrank from 50 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
June 2024 — PROSPECT CREDIT REIT ADVISOR, LLC (WEST PALM BEACH, FL) is newly SEC-registered with $0 RAUM and 50 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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