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PUBLIC TRUST ADVISORS

Business and Investment Profile

The PUBLIC TRUST ADVISORS is a privately held investment adviser that advises $134.84Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. PUBLIC TRUST ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 115.51% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.81 years and is comprised of 2 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 717 17TH STREET SUITE 1850, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 157 employees comprised of 81 investment and 76 non-investment staff. The total number of Employees increased by 17.16% over the last 5-years.

Asset Profile

Their $134.84Bn in assets advised are owned by 23 private funds, 1 public fund and BDCs and 204 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $115.57Bn or 85.71% of Total Assets and Government Entities and Pension Plans own $17.53Bn or 13% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.

Client Profile

They advise 9 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Government Entities and Pension Plans.

Service Provider Profile

The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

PUBLIC TRUST ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: PUBLIC TRUST ADVISORS

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Keywords: Public Trust Advisors, Prudent MAN Advisors, MAN, Prudent, Public
Generated 2026-09-12T06:47:45.8969516.  © 2026 Convergence.