PRISM FUND SOLUTIONS, INC.

PRISM FUND SOLUTIONS, INC. is an SEC-registered investment adviser (CRD 124651). Regulatory assets under management: $42.3M.

Registration

• CRD: 124651
• Type: Registered investment adviser
• Phone: 727-580-6006
• Latest filing: 2026-03-26
• Regulatory AUM: $42.3M
• Discretionary AUM: $4.3M
• Non-discretionary AUM: $38.0M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search