J.R. PRUNIER CAPITAL MANAGEMENT LLC

J.R. PRUNIER CAPITAL MANAGEMENT LLC of HOLDEN, MA is an SEC-registered investment adviser (CRD 321026). Regulatory assets under management: $407.0M.

Registration

• CRD: 321026
• SEC file number: 801-132427
• Type: Registered investment adviser
• Location: 61 BOYDEN RD., SUITE 2, HOLDEN, MA, 01520
• Phone: 508-756-8080
• Latest filing: 2026-06-23
• Regulatory AUM: $407.0M
• Discretionary AUM: $386.2M
• Non-discretionary AUM: $20.8M
• Clients: 3
• Accounts: 424

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321026 on SEC IAPD (source of record)
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