# PRISM ADVISORY GROUP, LLC

PRISM ADVISORY GROUP, LLC of NEWTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 152555
- Type: SEC-registered investment adviser
- SEC file number: 801-70938
- Location: 4 CAUFIELD PLACE, SUITE 102, NEWTOWN, PA, 18940
- Phone: 215-579-0966
- Latest filing: 2021-03-26
- Regulatory AUM: $184.4M
- Discretionary AUM: $38.3M
- Non-discretionary AUM: $146.1M
- Clients: 6
- Accounts: 553

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SIMKUS RICHARD VICTOR | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SAVINO ROBERT JOSEPH | MEMBER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PRISM JADE FUND LP | Hedge Fund | — | 38 | $23.5M | $50K |


## Fund service providers (1)

- administrator: NAV CONSULTING, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152555/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152555/similar
- Related entities: https://search.stillhousedata.com/firm/152555/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152555

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.