Prospero Funds, LLC is an adviser based in Columbus. It manages $3.67 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Ohio.
Prospero Funds provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Prospero Funds, LLC is $3.67 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Prospero Funds, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Prospero Funds, LLC performs its advisory services is located at 2265 Quarry Valley Road, Columbus, OH 43204, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 866-377-7677 or by fax 240-371-0830. The normal business hours are 8:00 am - 8:00 pm on Monday - Friday. You can find more information about the New York firm at www.prosperofunds.com.