Investment adviser · CRD 289347
PROSSIMO ADVISORS LLC
Investment adviser filing (IA)
SAN LUIS OBISPO, CA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $239M Form ADV · Item 5.F
- Client accounts
- 101 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 26 | $201,771,752 | 84.6% |
| Corporations & businesses | Fewer than 5 | $17,197,163 | 7.2% |
| Charities | Fewer than 5 | $14,340,077 | 6.0% |
| Retirement plans | Fewer than 5 | $3,911,249 | 1.6% |
| Individuals | Fewer than 5 | $1,282,849 | 0.5% |
Filing source
Form ADV 2083730 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1150 OSOS STREET, SUITE 208SAN LUIS OBISPO, CA, 93401, United States
CRD 289347
Filing source
Form ADV 2083730 · Mar 26, 2026 · 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.