PARTI PRIS INVESTMENT PARTNERS, INC.
Adviser information for PARTI PRIS INVESTMENT PARTNERS, INC. last updated from Form ADV on December 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSUB-ADVISORY SERVICES TO OTHER ADVISERS |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128019 |
|---|---|
| SEC ERA File Number | 801-128019 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325990 |
| Legal Entity Identifier | None |
Principal Office
556 BLANCA STREETMORRO BAY
CA
United States
Monday - Friday, 6AM-5 PM
Tel: 312-282-3445, Fax: None
Chief Compliance Officer
ART LUTSCHAUNIG
MEMBER
556 BLANCA STREET
MORRO BAY
CA
United States
Tel:
312-282-3445
A**************@*******************M
(Full email address available in API data)
Regulatory Contact
JOSEPH SMITH
CHIEF INVESTMENT OFFICER
821 SUNSET BLVD NE
APT C2
RENTON
WA
United States
Tel:
360-339-3111
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Lutschaunig, Arthur, James | Individual | – | CHIEF EXECUTIVE OFFICER /CHIEF COMPLIANCE OFFICER | 04/2023 | 25-50% |
| SMITH, JOSEPH, DEWAYNE | Individual | – | CHIEF INVESTMENT OFFICER | 04/2023 | 25-50% |
| SCHEIK, NAAZ, NMN | Individual | – | SHAREHOLDER | 04/2023 | 5-10% |