Prosperity Consulting is an investment advisor in Owings Mills with $406.75 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
522222924
SEC advisor number
801-96321
FINRA CRD number
133777
AUM ?
$406.75 mm
(as of 30 Jun 23)
Accounts
1,182
(as of 30 Jun 23)
Employees
11
(8 investment advisory or research)
Office hours
Monday - Friday, 8:30AM-5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gestl, Donna, Carol | CCO | 01/2006 | < 5% |
Eag Wealth Management Strategies, LLC* | Member | 10/2022 | > 75% |
Eisner Advisory Group, LLC | Member | 10/2022 | > 75% |
Eag Inc. | Shareholder | 10/2022 | > 75% |
Eag Holdings L.P. | Shareholder | 10/2022 | > 75% |
Ti V Eag Investment Aggregator, L.P. | Shareholder | 10/2022 | > 75% |
Eisner Advisory Holdco LLC | Shareholder | 10/2022 | > 75% |
Eag Sub Intermediate Holdings, Inc. | Shareholder | 10/2022 | > 75% |
Eag Top Intermediate Holdings, Inc. | Shareholder | 10/2022 | > 75% |
Eag GP, LLC | General Partner | 10/2022 | |
Hoffman, Donald, Nathan | President | 01/2000 | < 5% |
Martin, Michele, L | *President | 03/2023 | < 5% |
Towerbrook Investors V (Onshore), L.P. | Shareholder | 10/2022 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22