Investment adviser · CRD 105301

PRI INVESTMENTS, INC.

Investment adviser filing (IA)

CHAPEL HILL, NC, United States · Form ADV filed Nov 13, 2014

Regulatory AUM
$344M
Form ADV · Item 5.F
Client accounts
364
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 13, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

308 W. ROSEMARY ST. SUITE 301
CHAPEL HILL, NC, 27516, United States

CRD 105301

Filing source

Form ADV 854590 · Nov 13, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.