| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Timothy Swensen Control | Chief Investment Officer | Under 5% | 2025 |
| Ian Karsten Voermann Control | Chief Financial Officer | Under 5% | 2025 |
| James O'Neill Davis Control | Executive Chairman | Under 5% | 2024 |
Prudent Man Advisors, LLC reports $27.8 billion in regulatory assets under management on its Form ADV.
Prudent Man Advisors, LLC reports 79 employees.
Prudent Man Advisors, LLC is based in Naperville, IL and has been SEC-registered since 2019.
Prudent Man Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2135 Citygate Lane, 7th Floor, Naperville, IL 60563 |
| Phone | 630-657-6400 |
| Fax | 630-718-8701 |
| Office hours | 8:00 a.m. To 4:30 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1817174 |
| Discloses disciplinary history | No |
| Discretionary | $25.77B |
| Non-discretionary | $2.02B |
| Total (RAUM) | $27.79B |