Prosight Management, LP (Dallas)

Prosight Management, LP is a large advisory firm based in Dallas. It manages $372.28 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Prosight Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Prosight Management: assets under management

The assets under management (AUM) of Prosight Management, LP is $372.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 131% since the beginning of its operation, and $43.66 million of the total AUM is attributable to clients outside of the United States.

The firm manages $372.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prosight Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Prosight Management serves?

The only and largest group of clients of Prosight Management is pooled investment vehicles with 6 clients and $372.28 million of assets under management. Among the 8 most similar advisory firms, Prosight Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $372.28 million for 6 clients. 33% of the firm’s clients are foreign persons or businesses.

Prosight Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Prosight Management, LP

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Lawrence Hawkins	Sole member / managing partner	1 Oct 2008	75% - 100%	4611635
Llc Prosight Partners	General partner of prosight management, lp	1 Nov 2008	Other	26-3705978
Ryan Matthew Cappelli	Chief compliance officer / chief operating officer	1 Jun 2016	Other	6673207

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
William Lawrence Hawkins	Sole member of prosight partners llc	1 Nov 2008	75% - 100%	4611635

Based in Dallas

The principal office where Prosight Management, LP performs its advisory services is located at 2301 Cedar Springs Road, Dallas, TX 75201, 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 (214) 468-0008. The normal business hours are 8:00-5:00 on Monday - Friday.