PRIO WEALTH LP
PRIO WEALTH LIMITED PARTNERSHIP Legal Name
Adviser information for PRIO WEALTH LP last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 12 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,765 | $3.7B |
| Non-Discretionary | 0 | $0 |
| Total | 1,765 | $3.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 175 | $82.4M |
| HNW Individuals | 464 | $3.1B |
| 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 | 8 | $41.8M |
| Charitable organizations | 33 | $386.0M |
| State or municipal gov entities | <5 | $26.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $100.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
FRANKLIN STREET265
BOSTON
MA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 617-224-1900, Fax: 617-224-1910
Websites
Chief Compliance Officer
ADRIAN KETRI
CCO
265 FRANKLIN STREET
SUITE 2001
BOSTON
MA
United States
Tel:
617-224-1932
Fax:
617-224-1910
A*****@*************M
(Full email address available in API data)
Industry Affiliates
| SEAWARD FIDUCIARY SERVICES, LLC | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRATSCHI, JOHN, GERARD | Individual | – | LIMITED PARTNER & MANAGING PARTNER | 01/2008 | 10-25% |
| WOODHOUSE, THOMAS, FREDERIC | Individual | – | LIMITED PARTNER & MANAGING PARTNER | 01/2008 | 10-25% |
| PRIO WEALTH, INC. | Domestic Entity | – | GENERAL PARTNER | 01/2008 | 5-10% |
| MORGAN, KELLY, ANNE | Individual | – | LIMITED PARTNER & MANAGING PARTNER | 01/2011 | 10-25% |
| ST. MARY, JEFFREY, J | Individual | – | LIMITED PARTNER & MANAGING PARTNER | 01/2011 | 10-25% |
| PETERSEN, STEPHEN, REINHOLD | Individual | – | LIMITED PARTNER & MANAGING PARTNER | 07/2015 | < 5% |
| BRATSCHI, JOHN, GERARD | Individual | PRIO WEALTH, INC. | TREASURER | 01/2011 | |
| WOODHOUSE, THOMAS, FREDERIC | Individual | PRIO WEALTH, INC. | SECRETARY | 01/2011 | |
| PETERSEN, STEPHEN, REINHOLD | Individual | PRIO WEALTH, INC. | PRESIDENT | 07/2015 | |
| KETRI, ADRIAN, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed September 10th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 4M | 39K | – |
| ABBOTT LABS | COM | 51M | 486K | – |
| ABBVIE INC | COM | 7M | 43K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 9M | 31K | – |
| ADOBE INC | COM | 3M | 5K | – |
| ADVANCED MICRO DEVICES INC | COM | 47M | 290K | – |
| AFLAC INC | COM | 1M | 11K | – |
| AIR PRODS & CHEMS INC | COM | 4M | 14K | – |
| AIRBNB INC | COM CL A | 17M | 110K | – |
| ALCON AG | ORD SHS | 23M | 254K | – |
| ALPHABET INC | CAP STK CL C | 144M | 786K | – |
| ALPHABET INC | CAP STK CL A | 86M | 474K | – |
| AMAZON COM INC | COM | 116M | 601K | – |
| AMERICAN EXPRESS CO | COM | 8M | 34K | – |
| AMERICAN INTL GROUP INC | COM NEW | 744K | 10K | – |
| AMERICAN TOWER CORP NEW | COM | 246K | 1K | – |
| AMERIPRISE FINL INC | COM | 267K | 626 | – |
| AMETEK INC | COM | 236K | 1K | – |
| AMGEN INC | COM | 8M | 26K | – |
| ANALOG DEVICES INC | COM | 653K | 3K | – |
| ANIKA THERAPEUTICS INC | COM | 730K | 29K | – |
| APPFOLIO INC | COM CL A | 245K | 1K | – |
| APPLE INC | COM | 278M | 1M | – |
| APPLIED MATLS INC | COM | 279K | 1K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 28M | 28K | – |
| AT&T INC | COM | 610K | 32K | – |
| AUTODESK INC | COM | 13M | 53K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 11M | 46K | – |
| BANK AMERICA CORP | COM | 54M | 1M | – |
| BANK NEW YORK MELLON CORP | COM | 782K | 13K | – |
| BAXTER INTL INC | COM | 658K | 20K | – |
| BECTON DICKINSON & CO | COM | 32M | 135K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 3M | 5 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 20M | 50K | – |
| BLACKSTONE INC | COM | 1M | 11K | – |
| BOOKING HOLDINGS INC | COM | 3M | 646 | – |
| BOSTON SCIENTIFIC CORP | COM | 58M | 754K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 30K | – |
| BROADCOM INC | COM | 159M | 99K | – |
| BROOKLINE BANCORP INC DEL | COM | 1M | 153K | – |
| CADENCE DESIGN SYSTEM INC | COM | 321K | 1K | – |
| CAPITAL ONE FINL CORP | COM | 909K | 7K | – |
| CARRIER GLOBAL CORPORATION | COM | 3M | 47K | – |
| CATERPILLAR INC | COM | 13M | 39K | – |
| CHECK POINT SOFTWARE TECH LT | ORD | 3M | 20K | – |
| CHEVRON CORP NEW | COM | 4M | 25K | – |
| CHUBB LIMITED | COM | 3M | 11K | – |
| CISCO SYS INC | COM | 1M | 26K | – |
| CLEAN ENERGY FUELS CORP | COM | 27K | 10K | – |
| CME GROUP INC | COM | 14M | 71K | – |
| COCA COLA CO | COM | 7M | 115K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 231K | 3K | – |
| COINBASE GLOBAL INC | COM CL A | 344K | 2K | – |
| COLGATE PALMOLIVE CO | COM | 37M | 382K | – |
| COMCAST CORP NEW | CL A | 2M | 46K | – |
| CONOCOPHILLIPS | COM | 2M | 14K | – |
| COSTCO WHSL CORP NEW | COM | 6M | 7K | – |
| CSX CORP | COM | 2M | 53K | – |
| CUMMINS INC | COM | 258K | 932 | – |
| CVS HEALTH CORP | COM | 3M | 57K | – |
| DANAHER CORPORATION | COM | 12M | 50K | – |
| DARDEN RESTAURANTS INC | COM | 226K | 1K | – |
| DEERE & CO | COM | 35M | 93K | – |
| DELL TECHNOLOGIES INC | CL C | 2M | 17K | – |
| DIAGEO PLC | SPON ADR NEW | 6M | 44K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 976K | 30K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 699K | 18K | – |
| DISNEY WALT CO | COM | 20M | 202K | – |
| DOVER CORP | COM | 2M | 9K | – |
| DUKE ENERGY CORP NEW | COM NEW | 338K | 3K | – |
| DUPONT DE NEMOURS INC | COM | 264K | 3K | – |
| EATON CORP PLC | SHS | 433K | 1K | – |
| EBAY INC. | COM | 2M | 45K | – |
| ECOLAB INC | COM | 21M | 89K | – |
| EDWARDS LIFESCIENCES CORP | COM | 8M | 92K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| EMERSON ELEC CO | COM | 5M | 47K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 167K | 10K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 304K | 10K | – |
| EOG RES INC | COM | 200K | 2K | – |
| ESSENTIAL UTILS INC | COM | 230K | 6K | – |
| EVERSOURCE ENERGY | COM | 216K | 4K | – |
| EXXON MOBIL CORP | COM | 14M | 118K | – |
| FISERV INC | COM | 11M | 74K | – |
| FORTIVE CORP | COM | 771K | 10K | – |
| GALLAGHER ARTHUR J & CO | COM | 440K | 2K | – |
| GE AEROSPACE | COM NEW | 4M | 24K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 19M | 239K | – |
| GE VERNOVA INC | COM | 1M | 7K | – |
| GENERAL MLS INC | COM | 491K | 8K | – |
| GENERAL MTRS CO | COM | 14M | 295K | – |
| GENUINE PARTS CO | COM | 272K | 2K | – |
| GILEAD SCIENCES INC | COM | 3M | 39K | – |
| GOLDMAN SACHS GROUP INC | COM | 46M | 102K | – |
| GRAINGER W W INC | COM | 15M | 16K | – |
| HALLIBURTON CO | COM | 223K | 7K | – |
| HERSHEY CO | COM | 270K | 1K | – |
| HEXCEL CORP NEW | COM | 436K | 7K | – |
| HOLOGIC INC | COM | 662K | 9K | – |
| HOME BANCSHARES INC | COM | 392K | 16K | – |
| HOME DEPOT INC | COM | 38M | 111K | – |
| HONEYWELL INTL INC | COM | 25M | 116K | – |
| IDEXX LABS INC | COM | 4M | 9K | – |
| ILLINOIS TOOL WKS INC | COM | 14M | 60K | – |
| INDEPENDENT BK CORP MASS | COM | 3M | 68K | – |
| INTEL CORP | COM | 2M | 78K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 5M | 27K | – |
| INTUIT | COM | 29M | 44K | – |
| INTUITIVE SURGICAL INC | COM NEW | 229K | 515 | – |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 204K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 410K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 802K | 2K | – |
| ISHARES TR | MSCI ACWI ETF | 745K | 7K | – |
| ISHARES TR | MSCI EMG MKT ETF | 1M | 28K | – |
| ISHARES TR | CORE S&P MCP ETF | 36M | 621K | – |
| ISHARES TR | U.S. FINLS ETF | 389K | 4K | – |
| ISHARES TR | MSCI EAFE ETF | 1M | 18K | – |
| ISHARES TR | US HLTHCARE ETF | 420K | 7K | – |
| ISHARES TR | SP SMCP600VL ETF | 1M | 10K | – |
| ISHARES TR | RUS MID CAP ETF | 808K | 10K | – |
| ISHARES TR | ESG AW MSCI EAFE | 2M | 23K | – |
| ISHARES TR | SHRT NAT MUN ETF | 3M | 27K | – |
| ISHARES TR | U.S. TECH ETF | 1M | 7K | – |
| ISHARES TR | CORE S&P SCP ETF | 16M | 152K | – |
| ISHARES TR | GL CLEAN ENE ETF | 325K | 24K | – |
| ISHARES TR | CORE MSCI EAFE | 2M | 21K | – |
| ISHARES TR | CORE S&P500 ETF | 69M | 126K | – |
| ISHARES TR | CORE DIV GRWTH | 204K | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 702K | 3K | – |
| ISHARES TR | MSCI KLD400 SOC | 2M | 23K | – |
| ISHARES TR | RUS 1000 ETF | 454K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 374K | 1K | – |
| ISHARES TR | EXPND TEC SC ETF | 665K | 7K | – |
| ISHARES TR | SELECT DIVID ETF | 598K | 5K | – |
| ISHARES TR | PFD AND INCM SEC | 796K | 25K | – |
| ISHARES TR | MSCI ACWI EX US | 4M | 79K | – |
| ISHARES TR | S&P 500 VAL ETF | 540K | 3K | – |
| JACOBS SOLUTIONS INC | COM | 504K | 4K | – |
| JOHNSON & JOHNSON | COM | 45M | 307K | – |
| JPMORGAN CHASE & CO. | COM | 80M | 394K | – |
| KIMBERLY-CLARK CORP | COM | 2M | 16K | – |
| KLA CORP | COM NEW | 1M | 1K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 489K | 2K | – |
| LAM RESEARCH CORP | COM | 650K | 610 | – |
| LAUDER ESTEE COS INC | CL A | 6M | 53K | – |
| LINDE PLC | SHS | 4M | 9K | – |
| LOCKHEED MARTIN CORP | COM | 859K | 2K | – |
| LOWES COS INC | COM | 1M | 7K | – |
| LULULEMON ATHLETICA INC | COM | 1M | 5K | – |
| MARSH & MCLENNAN COS INC | COM | 27M | 127K | – |
| MASTERCARD INCORPORATED | CL A | 821K | 2K | – |
| MCCORMICK & CO INC | COM NON VTG | 461K | 6K | – |
| MCDONALDS CORP | COM | 9M | 36K | – |
| MCKESSON CORP | COM | 239K | 409 | – |
| MEDTRONIC PLC | SHS | 22M | 281K | – |
| MERCK & CO INC | COM | 72M | 580K | – |
| MERSANA THERAPEUTICS INC | COM | 47K | 24K | – |
| META PLATFORMS INC | CL A | 75M | 148K | – |
| METTLER TOLEDO INTERNATIONAL | COM | 1M | 800 | – |
| MICROCHIP TECHNOLOGY INC. | COM | 272K | 3K | – |
| MICROSOFT CORP | COM | 193M | 431K | – |
| MONDELEZ INTL INC | CL A | 9M | 131K | – |
| MORGAN STANLEY | COM NEW | 560K | 6K | – |
| NETFLIX INC | COM | 329K | 488 | – |
| NEXTERA ENERGY INC | COM | 1M | 16K | – |
| NIKE INC | CL B | 14M | 183K | – |
| NORFOLK SOUTHN CORP | COM | 791K | 4K | – |
| NORTHERN TR CORP | COM | 2M | 19K | – |
| NOVO-NORDISK A S | ADR | 29M | 202K | – |
| NVIDIA CORPORATION | COM | 185M | 1M | – |
| ORACLE CORP | COM | 23M | 161K | – |
| OTIS WORLDWIDE CORP | COM | 28M | 286K | – |
| PACCAR INC | COM | 2M | 24K | – |
| PAYCHEX INC | COM | 636K | 5K | – |
| PEPSICO INC | COM | 13M | 81K | – |
| PFIZER INC | COM | 1M | 53K | – |
| PHILIP MORRIS INTL INC | COM | 620K | 6K | – |
| PHILLIPS 66 | COM | 234K | 2K | – |
| PNC FINL SVCS GROUP INC | COM | 2M | 13K | – |
| PPG INDS INC | COM | 227K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 10M | 59K | – |
| PROLOGIS INC. | COM | 257K | 2K | – |
| PRUDENTIAL FINL INC | COM | 435K | 4K | – |
| QUALCOMM INC | COM | 676K | 3K | – |
| QUEST DIAGNOSTICS INC | COM | 684K | 5K | – |
| REALTY INCOME CORP | COM | 472K | 9K | – |
| REGENERON PHARMACEUTICALS | COM | 210K | 200 | – |
| RESMED INC | COM | 379K | 2K | – |
| ROPER TECHNOLOGIES INC | COM | 13M | 23K | – |
| ROSS STORES INC | COM | 10M | 70K | – |
| RTX CORPORATION | COM | 43M | 427K | – |
| SALESFORCE INC | COM | 20M | 76K | – |
| SCHLUMBERGER LTD | COM STK | 1M | 23K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 214K | 1K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 4M | 91K | – |
| SELECT SECTOR SPDR TR | INDL | 200K | 2K | – |
| SHELL PLC | SPON ADS | 363K | 5K | – |
| SHOPIFY INC | CL A | 413K | 6K | – |
| SMITH & NEPHEW PLC | SPDN ADR NEW | 216K | 9K | – |
| SOLVENTUM CORP | COM SHS | 457K | 9K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 317K | 810 | – |
| SPDR GOLD TR | GOLD SHS | 507K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 43M | 80K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 18M | 34K | – |
| SPDR SER TR | SPDR S&P 500 ETF | 328K | 7K | – |
| SPDR SER TR | S&P DIVID ETF | 371K | 3K | – |
| SPROTT PHYSICAL GOLD TR | UNIT | 379K | 21K | – |
| STATE STR CORP | COM | 213K | 3K | – |
| STRYKER CORPORATION | COM | 2M | 5K | – |
| SYSCO CORP | COM | 2M | 26K | – |
| TARGET CORP | COM | 327K | 2K | – |
| TERADYNE INC | COM | 45M | 301K | – |
| TESLA INC | COM | 2M | 9K | – |
| TEXAS INSTRS INC | COM | 707K | 4K | – |
| TEXAS PACIFIC LAND CORPORATI | COM | 659K | 898 | – |
| THE CIGNA GROUP | COM | 942K | 3K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 51M | 93K | – |
| TJX COS INC NEW | COM | 12M | 110K | – |
| TORONTO DOMINION BK ONT | COM NEW | 950K | 17K | – |
| TRANE TECHNOLOGIES PLC | SHS | 395K | 1K | – |
| TRAVELERS COMPANIES INC | COM | 605K | 3K | – |
| UNILEVER PLC | SPON ADR NEW | 8M | 146K | – |
| UNION PAC CORP | COM | 4M | 16K | – |
| UNITED PARCEL SERVICE INC | CL B | 16M | 120K | – |
| US BANCORP DEL | COM NEW | 2M | 50K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 530K | 7K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 16M | 203K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 6K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 997K | 6K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 31M | 140K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 1M | 6K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 17M | 71K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 27M | 53K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1M | 10K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 18M | 313K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1M | 26K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 229K | 3K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 487K | 6K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 698K | 4K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 5M | 111K | – |
| VANGUARD WORLD FD | INF TECH ETF | 1M | 2K | – |
| VANGUARD WORLD FD | ESG INTL STK ETF | 247K | 4K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 2M | 23K | – |
| VERALTO CORP | COM SHS | 1M | 13K | – |
| VERIZON COMMUNICATIONS INC | COM | 691K | 17K | – |
| VERTEX PHARMACEUTICALS INC | COM | 394K | 841 | – |
| VISA INC | COM CL A | 52M | 196K | – |
| WABTEC | COM | 215K | 1K | – |
| WALMART INC | COM | 86M | 1M | – |
| WASTE MGMT INC DEL | COM | 39M | 182K | – |
| WATERS CORP | COM | 2M | 6K | – |
| WATSCO INC | COM | 279K | 602 | – |
| WELLS FARGO CO NEW | COM | 850K | 14K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 366K | 13K | – |
| WISDOMTREE TR | US LARGECAP FUND | 205K | 4K | – |
| XYLEM INC | COM | 38M | 279K | – |
| ZOETIS INC | CL A | 17M | 97K | – |