P
Priore Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,500,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Priore Investments is a sole‑proprietorship investment adviser that provides customized investment management services to individual clients, and the brochure states it works with both non‑high‑net‑worth and high‑net‑worth individuals — a client mix that is atypical for firms categorized primarily as pooled-vehicle or institutional managers. The firm allows clients to set investment objectives and to request restrictions or limitations on portfolio management.
The firm’s stated approach emphasizes risk‑adjusted returns tailored to each client’s needs, cash flow, and risk tolerance, using traditional securities analysis such as evaluation of company financials, management, and business plans. Priore Investments operates with discretionary trading authority under client agreements, conducts formal quarterly account reviews, and maintains a primary custodial relationship while not taking custody of client assets.
Noteworthy for its size and structure, the adviser manages a modest asset base with a single registered professional and maintains written policies for continuity planning, client privacy, and diminished financial capacity that were recently standardized in the brochure. The firm discloses periodic personal trading in securities also held by clients and states a practice of attempting to execute client transactions prior to personal trades to address potential conflicts.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
0.90% annually, assessed quarterly or monthly
Main office location
Priore Investments
Natick MA, United States
Number of offices
1
Most active in
Priore Investments has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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