Private fund adviser · West Palm Beach, FL
Prospect Credit Reit Advisor, LLC
SEC-registered investment adviser · CRD 331345 · SEC 801-130377
At a glance
Prospect Credit Reit Advisor, LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $43 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,594th of 4,686 private fund advisers and 15,978th of 17,210 SEC-registered advisers by assets.
Main office 561-285-4044pcredreit.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $43M
- Rank among private fund advisers
- #4,594 of 4,686
- Rank among all SEC RIAs
- #15,978 of 17,210
- Rank in Florida
- #1,010 of 1,090
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 59
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Kristin L. Van DaskChief Financial Officer
- Grier M. EliasekChief Executive Officer and President
- Russell L. WiningerChief Compliance Officer
Custody and brokerage
Custodian
Prospect Credit Reit Advisor, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Prospect Credit Reit Advisor, LLC is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $43M | 100% |
Private funds
Prospect Credit Reit Advisor, LLC reports 1 private funds with $43M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Prospect Credit Reit Advisor, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pcredreit.com ↗
AtlasMembers
The full record on Prospect Credit Reit Advisor, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 269 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Prospect Credit Reit Advisor, LLC manage?
Prospect Credit Reit Advisor, LLC reports $43 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Prospect Credit Reit Advisor, LLC?
Prospect Credit Reit Advisor, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Prospect Credit Reit Advisor, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($43 million, 1 clients).
Does Prospect Credit Reit Advisor, LLC manage private funds?
Yes. It reports 1 private funds with $43 million in gross assets, including real estate funds.
Does Prospect Credit Reit Advisor, LLC have any disciplinary history?
Prospect Credit Reit Advisor, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Prospect Credit Reit Advisor, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →