Pratt Capital LLC is an adviser based in Baltimore. It manages $5.17 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009.
Pratt Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pratt Capital LLC is $5.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pratt Capital LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pratt Capital LLC performs its advisory services is located at 111 South Calvert Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-385-5220. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.