Prime Finance Advisor, L.P.
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 159971
· SEC file 801-73438
· San Francisco, CA
· www.linkedin.com
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ADV data as of May 19, 2026
- Regulatory AUM
- $22.2B
- Discretionary
- $22.2B
- Clients
- 73
- Avg AUM / client
- $304M
- Accounts
- 73
- Employees
- 185
AUM over time
$3.7B
$22.2B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 73 | $22.2B | 100.0% |
Private funds (45)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $7.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Prime/Park Labrea Investment, Lp | Real Estate Fund | California | $1.5B | 20 |
| Prime Finance Special Situations 2020 Fund, L.P. | Hedge Fund | Delaware | $908M | 148 |
| Prime Finance Special Situations Fund 2, L.P. | Real Estate Fund | Delaware | $777M | 268 |
| Prime Finance Long Duration (B Piece) Iii, L.P. | Real Estate Fund | Delaware | $618M | 148 |
| Prime Finance Long Duration (B Piece) Ii, L.P. master | Real Estate Fund | Delaware | $468M | 131 |
| Prime Finance Cmbs B Piece Fund I, L.P. master | Real Estate Fund | Delaware | $290M | 99 |
| Prime Nevada Investments, Llc | Real Estate Fund | Delaware | $275M | 23 |
| Prime Spectrum Investments, Llc | Real Estate Fund | Delaware | $221M | 21 |
| Prime Efficiency Fund I, Llc | Other Private Fund | California | $204M | 20 |
| Prime Electric, Llc master | Real Estate Fund | Delaware | $179M | 14 |
| Prime Vista Montana Coinvest, L.P. | Real Estate Fund | Delaware | $151M | 44 |
| Prime Channel Islands, L.P. | Real Estate Fund | California | $136M | 26 |
| Prime Portfolio Holdings, Llc | Real Estate Fund | California | $136M | 24 |
| Prime Catalina Investments, L.P. | Real Estate Fund | California | $125M | 13 |
| Prime Finance Special Situations 2020 Ieq Co Invest, L.P. | Real Estate Fund | Delaware | $121M | 4 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Atwater, John, Clark | Limited Partner Class A | Nov 2011 (15y) | 25% – 50% | |
| Douglass, Scott, Grant | Limited Partner Class A | Nov 2011 (15y) | 25% – 50% of Prime Ev Gp, Llc (indirect) | |
| James, Daniel, Henry | Limited Partner Class A | Nov 2011 (15y) | 25% – 50% | |
| Brayshaw, Jon, Wilder | Limited Partner Class A | Feb 2012 (15y) | 25% – 50% of Prime Ev Gp, Llc (indirect) | |
| Gerstung, Steven, Andrew | Limited Partner Class A | Feb 2012 (15y) | 25% – 50% of Prime Ev Gp, Llc (indirect) | |
| Dann, Luke, N T | Limited Partner | Feb 2018 (9y) | ≈ 56.25% – 100% via Prime Employee Vehicle, L.P. | |
| Sutton, Steven, Daniel | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Frieman, Joshua, Ross | Principal & Chief Administrative Officer | Jul 3023 (-997y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Prime Employee Vehicle, L.P. | Limited Partner Class B 1 | Feb 2018 | A | 75% or more |
| Prime Employee Vehicle Ld Ii, L.P. | Limited Partner Class B 2 | May 2019 | A | 75% or more |
| Prime Employee Vehicle Ld Iii, L.P. | Limited Partner Class B 3 | May 2021 | A | 75% or more |
| Prime Employee Vehicle Cmbs 4, L.P. | Limited Partner Class B 4 | Oct 2023 | A | 75% or more |
| Prime Finance Advisor Gp, Llc | General Partner | Nov 2011 | A | Less than 5% |
| Prime Finance Advisor Gp, Llc | General Partner | Feb 2018 | B | GP / trustee / elected manager of Prime Employee Vehicle, L.P. (indirect) |
| Prime Ev Gp, Llc | General Partner | Oct 2023 | B | GP / trustee / elected manager of Prime Employee Vehicle Cmbs 4, L.P. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Dann, Luke, N T: 75% – 100% of Prime Employee Vehicle, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (45, $7.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Prime/Park Labrea Investment, Lp | Real Estate Fund | $1.5B | $100K | 20 |
| Prime Finance Special Situations 2020 Fund, L.P. | Hedge Fund | $908M | $100K | 148 |
| Prime Finance Special Situations Fund 2, L.P. | Real Estate Fund | $777M | $100K | 268 |
| Prime Finance Long Duration (B Piece) Iii, L.P. | Real Estate Fund | $618M | $100K | 148 |
| Prime Finance Long Duration (B Piece) Ii, L.P. | Real Estate Fund | $468M | $100K | 131 |
| Prime Finance Cmbs B Piece Fund I, L.P. | Real Estate Fund | $290M | $100K | 99 |
| Prime Nevada Investments, Llc | Real Estate Fund | $275M | $100K | 23 |
| Prime Spectrum Investments, Llc | Real Estate Fund | $221M | $100K | 21 |
| Prime Efficiency Fund I, Llc | Other Private Fund | $204M | $100K | 20 |
| Prime Electric, Llc | Real Estate Fund | $179M | $100K | 14 |
| Prime Vista Montana Coinvest, L.P. | Real Estate Fund | $151M | $100K | 44 |
| Prime Channel Islands, L.P. | Real Estate Fund | $136M | $100K | 26 |
| Prime Portfolio Holdings, Llc | Real Estate Fund | $136M | $100K | 24 |
| Prime Catalina Investments, L.P. | Real Estate Fund | $125M | $100K | 13 |
| Prime Finance Special Situations 2020 Ieq Co Invest, L.P. | Real Estate Fund | $121M | $100K | 4 |
| Prime/Harbor Ridge, L.P. | Real Estate Fund | $114M | $100K | 18 |
| Prime Finance Special Situations Fund 2 (Parallel Entity), L.P. | Real Estate Fund | $114M | $100K | 7 |
| Prime/Coral Bay, L.P. | Real Estate Fund | $95.4M | $100K | 17 |
| Prime/Scrc, L.P. | Real Estate Fund | $85.8M | $100K | 27 |
| Prime Hermosa Coinvest, L.P. | Real Estate Fund | $83.3M | $100K | 36 |
| Prime Finance Special Situations 2020 Agellan Co Invest, L.P. | Real Estate Fund | $83.0M | $100K | 15 |
| Prime Wimbledon Investments, Llc | Real Estate Fund | $81.0M | $100K | 20 |
| Prime Teal Investments, Llc | Real Estate Fund | $79.9M | $100K | 13 |
| Prime Skylark Coinvest, L.P. | Real Estate Fund | $75.7M | $100K | 13 |
| Prime Old County, L.P. | Hedge Fund | $75.2M | $100K | 25 |
Top 25 of 45 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 8.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MANAGEMENT FEES (NOT CALCULATED ON AUM)
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗