Prio Wealth Limited Partnership is an investment advisor in Boston with $4.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Seaward Management Corp, Seaward Management Limited Partnership
SEC CIK
IRS number
42996258
SEC advisor number
801-31805
FINRA CRD number
105058
AUM ?
$3.74 bn
(as of 20 Feb 24)
Accounts
1,765
(as of 20 Feb 24)
Employees
28
(14 investment advisory or research)
Address
Prio Wealth Limited Partnership
265 FRANKLIN STREET
20TH FLOOR
BOSTON
MA 02110
265 FRANKLIN STREET
20TH FLOOR
BOSTON
MA 02110
Phone
617-224-1900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21