Prudent Management Associates
● SEC registered since 1983CRD 16691SEC# 801-20018Philadelphia, PA
Reg. AUM
$1.23B
Employees
13
Accounts
601
Location
Philadelphia, PA
Prudent Management Associates assets under management
Prudent Management Associates is a registered investment adviser overseen by the SEC based in Philadelphia, PA. The firm has been registered since 1983. It reports $1.2 billion in regulatory assets under management and employs 13 people.
Prudent Management Associates owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blume, Marshall e. Associates, Inc Control | General Partner | 25-50% | 1983 |
| Fred Daniel Snitzer Control | Managing Director | Under 5% | 2015 |
| Kantwell Partners, LLC | Partner | 10-25% | 1997 |
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Join to unlock · $37/moFrequently asked questions
How much does Prudent Management Associates manage?
Prudent Management Associates reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Prudent Management Associates have?
Prudent Management Associates reports 13 employees.
Where is Prudent Management Associates located?
Prudent Management Associates is based in Philadelphia, PA and has been SEC-registered since 1983.
Does Prudent Management Associates disclose fund performance?
Prudent Management Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Market Street, Suite 3910, Philadelphia, PA 19103 |
| Phone | 215-994-1062 |
| Fax | 215-994-1064 |
| Office hours | 9:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23B