# PRIME FINANCE ADVISOR, L.P.

PRIME FINANCE ADVISOR, L.P. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159971
- Type: SEC-registered investment adviser
- SEC file number: 801-73438
- Location: 600 MONTGOMERY STREET, SUITE 1700, SAN FRANCISCO, CA, 94111
- Phone: 415-986-2415
- Latest filing: 2026-05-19
- Regulatory AUM: $22.2B
- Discretionary AUM: $22.2B
- Clients: 185
- Accounts: 73

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Charities, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [James David Henry](https://search.stillhousedata.com/person/536048) | LIMITED PARTNER; LIMITED PARTNER - CLASS A; MEMBER (+3 more) | SCOTTSDALE, AZ |
| [John Clark Atwater](https://search.stillhousedata.com/person/708916) | LIMITED PARTNER - CLASS A; MANAGER OF THE GENERAL PARTNER; MEMBER | — |
| [Scott Grant Douglass](https://search.stillhousedata.com/person/708917) | LIMITED PARTNER - CLASS A; MANAGER OF THE GENERAL PARTNER; MEMBER | — |
| [Steven Andrew Gerstung](https://search.stillhousedata.com/person/708918) | LIMITED PARTNER - CLASS A; MANAGER OF THE GENERAL PARTNER; MEMBER | — |
| [Jon Wilder Brayshaw](https://search.stillhousedata.com/person/708919) | LIMITED PARTNER - CLASS A; MANAGER OF THE GENERAL PARTNER; MEMBER | — |
| [Luke N T Dann](https://search.stillhousedata.com/person/708920) | LIMITED PARTNER | — |
| [Steven Daniel Sutton](https://search.stillhousedata.com/person/708921) | CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| [ATWATER JOHN CLARK](https://search.stillhousedata.com/person/813140) | LIMITED PARTNER; LIMITED PARTNER - CLASS A; MEMBER (+3 more) | — |
| [DOUGLASS SCOTT GRANT](https://search.stillhousedata.com/person/813141) | LIMITED PARTNER; LIMITED PARTNER - CLASS A; MEMBER (+1 more) | — |
| [GERSTUNG STEVEN ANDREW](https://search.stillhousedata.com/person/813142) | LIMITED PARTNER; LIMITED PARTNER - CLASS A; MEMBER (+1 more) | — |
| [BRAYSHAW JON WILDER](https://search.stillhousedata.com/person/813143) | LIMITED PARTNER; LIMITED PARTNER - CLASS A; MEMBER (+1 more) | — |
| [ADAIR JOHN RICHARD](https://search.stillhousedata.com/person/813144) | PRINCIPAL; PRINCIPAL - CLASS R | — |
| [FRIEMAN JOSHUA ROSS](https://search.stillhousedata.com/person/813145) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - CLASS F; PRINCIPAL & CHIEF ADMINISTRATIVE OFFICER (+1 more) | — |
| [SUTTON GREG STEVEN](https://search.stillhousedata.com/person/820960) | CHIEF COMPLIANCE OFFICER | — |
| [DANN LUKE N T](https://search.stillhousedata.com/person/851816) | LIMITED PARTNER; LIMITED PARTNER - SERIES 1 | — |
| [SUTTON STEVEN DANIEL](https://search.stillhousedata.com/person/869680) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (32)

Mix: Real Estate Fund 28 · Hedge Fund 2 · Private Equity Fund 1 · Other Private Fund 1

_Showing 15 of 32 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PRIME/PARK LABREA INVESTMENT, LP | Real Estate Fund | California | 20 | $1.5B | $100K |
| PRIME FINANCE SPECIAL SITUATIONS 2020 FUND, L.P. | Hedge Fund | Delaware | 149 | $899.9M | $100K |
| PRIME FINANCE CMBS OPPORTUNITIES FUND 4, L.P. | Private Equity Fund | Delaware | 149 | $674.4M | $100K |
| PRIME FINANCE LONG DURATION (B-PIECE) III, L.P. | Real Estate Fund | Delaware | 150 | $527.4M | $100K |
| PRIME FINANCE LONG DURATION (B-PIECE) II, L.P. | Real Estate Fund | Delaware | 133 | $495.8M | $100K |
| PRIME FINANCE CMBS B-PIECE FUND I, L.P. | Real Estate Fund | Delaware | 102 | $292.5M | $100K |
| PRIME EFFICIENCY FUND I, LLC | Other Private Fund | California | 19 | $281.6M | $100K |
| PRIME ELECTRIC, LLC | Real Estate Fund | Delaware | 14 | $191.1M | $100K |
| PRIME CHANNEL ISLANDS, L.P. | Real Estate Fund | California | 26 | $153.1M | $100K |
| PRIME VISTA MONTANA COINVEST, L.P. | Real Estate Fund | Delaware | 45 | $151.9M | $100K |
| PRIME ASCOT, L.P. | Real Estate Fund | California | 21 | $150.9M | $100K |
| PRIME PORTFOLIO HOLDINGS, LLC | Real Estate Fund | California | 24 | $138.1M | $100K |
| PRIME CATALINA INVESTMENTS, L.P. | Real Estate Fund | California | 13 | $133.5M | $100K |
| PRIME FINANCE SPECIAL SITUATIONS 2020 AGELLAN CO-INVEST, L.P. | Real Estate Fund | Delaware | 15 | $105.7M | $100K |
| PRIME FINANCE SPECIAL SITUATIONS 2020 IEQ CO-INVEST, L.P. | Real Estate Fund | Delaware | 4 | $105.3M | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 36 | 312-565-4412 |
| NEW YORK | NY | 20 | 212-231-9073 |


## Fund service providers (3)

- custodian: PRIME FINANCE CMBS B-PIECE FUND I (FEEDER A), L.P.
- custodian: PRIME FINANCE LONG DURATION (B-PIECE) II (FEEDER A), L.P.
- custodian: STERLING POINTE INVESTMENTS, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159971/similar
- Related entities: https://search.stillhousedata.com/firm/159971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159971

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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.
