A complete list of active advisors currently associated with Charles Pratt & Company, L.L.C.

Warmer can help you find a great advisor at Charles Pratt & Company, L.L.C. or one who fits your needs even better.

Charles Pratt & Company provides custodial, investment, tax and accounting, and financial planning services principally for multigenerational Pratt family members and a select group of other individuals, trusts, estates, charitable organizations and pooled investment vehicles. The firm also conducts selection and monitoring of third‑party money managers and offers individual portfolio management and discretionary cash‑management services. The firm emphasizes asset allocation and a long‑term investment approach tailored to each client’s objectives and risk tolerance, and it relies on manager searches and ongoing monitoring to place client assets with independent advisers where appropriate. CP & Co. monitors cash balances for investment in money‑market funds, facilitates block trading, and uses sub‑custodians to support custody and reporting arrangements. What is distinctive for a team‑category firm is that Charles Pratt & Company operates with a single registered advisor while overseeing substantial assets and several hundred client relationships, and it maintains a wholly owned trust affiliate that operates common trust funds and performs trustee functions. The firm also offers in‑house tax and accounting services, serves as general partner to an international partnership vehicle, and discloses a 2022 SEC settlement in its Form ADV.

To learn more about the advisors currently working at Charles Pratt & Company, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ellen Lazarus	New York, NY	5

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