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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PRIMA CAPITAL ADVISORS

PRIMA CAPITAL ADVISORS LLC, CRD 124719

SCARSDALE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:285d43a3-cfc5-5f57-41f1-4fd7ddcd2d94

Data as of Jun 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 1
Observed: Mar 12, 2012 to Jun 7, 2024
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

PRIMA CAPITAL ADVISORS

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $9.5BItem 5.F on the latest filing (2024-06-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 28
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $709Mgross asset value as reported per fund; never fund size
Custody, client assets: $708M
SEC number: 801-61688
CRD: 124719
Filings on the tape: 31
First filed: Mar 12, 2012
Latest filed: Jun 7, 2024
Organised: Limited Liability Company, New York

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PRIMA MORTGAGE INVESTMENT TRUST, LLC	Other Private Fund	$901M	Mar 16, 2015	25	Jun 25, 2014	dropped	n/a
PMIT MASTER FUND, LLC	Other Private Fund	$709M	Jun 7, 2024	44	Mar 24, 2016	reported	021-1690716
PRIMA CORE DEBT FUND I, LLC	Other Private Fund	$0	Mar 29, 2018	3	Jun 25, 2014	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUE OWL CAPITAL GP HOLDINGS LLC	Member	E	yes	11/2021	Jun 7, 2024	Jun 7, 2024
BLUE OWL CAPITAL GP LLC	GENERAL PARTNER	F	yes	10/2021	Jun 7, 2024	Jun 7, 2024
BLUE OWL CAPITAL HOLDINGS LP	LIMITED PARTNER	F	yes	10/2021	Jun 7, 2024	Jun 7, 2024
BLUE OWL CAPITAL INC.	Member	E	yes	11/2021	Jun 7, 2024	Jun 7, 2024
BLUE OWL REAL ESTATE HOLDINGS LP	Member	E	yes	06/2024	Jun 7, 2024	Jun 7, 2024
MANIN, MARY, CATHERINE	Director	Na	yes	11/2020	Mar 29, 2021	Jun 7, 2024
NBSH ACQUISITION, LLC	Member	F	yes	05/2009	Jun 7, 2024	Jun 7, 2024
NBSH BLUE INVESTMENTS. LLC	LIMITED PARTNER	C	yes	05/2021	Jun 7, 2024	Jun 7, 2024
PATEL, NILESH	CHIEF INVESTMENT OFFICER/PRESIDENT	Na	yes	10/2012	Mar 6, 2013	Jun 7, 2024
TCHERKASSOVA, JULIA	CHIEF FINANCIAL OFFICER	Na	yes	02/2014	Jun 25, 2014	Jun 7, 2024
WHITE, GREGORY, ALAN	CHIEF EXECUTIVE OFFICER/DIRECTOR	Na	yes	12/2002	Mar 12, 2012	Jun 7, 2024
HEYL, DOROTHY	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	Na	no	05/2017	May 15, 2017	Jun 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRIMA EUROPE LTD	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 21, 2024	$9.5B	$8.5B	10	7	0	1	$709M
2022	Mar 28, 2023	$8.0B	$7.1B	7	5	0	1	$568M
2021	Mar 29, 2022	$6.8B	$5.7B	7	5	0	1	$924M
2020	Mar 29, 2021	$5.9B	$4.9B	6	4	0	1	$939M
2019	Mar 27, 2020	$5.0B	$4.2B	6	4	0	1	$885M
2018	Mar 27, 2019	$4.0B	$3.6B	6	4	0	1	$835M
2017	Mar 29, 2018	$4.1B	$4.0B	6	4	0	2	$865M
2016	Mar 30, 2017	$4.2B	$4.2B	6	5	n/a	2	$845M
2015	Mar 24, 2016	$3.5B	$3.5B	5	4	n/a	2	$952M
2014	Mar 16, 2015	$2.8B	$2.8B	5	4	n/a	2	$918M
2013	Mar 5, 2014	$2.7B	$2.7B	5	4	n/a	n/a	n/a
2012	Mar 6, 2013	$2.3B	$2.3B	4	4	n/a	n/a	n/a
2011	Mar 12, 2012	$2.2B	$2.2B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$9.5B	$8.0B	19.1%	$5.9B	17.6%	10	7	0	0

Relationships

Advises (3)

→ PMIT MASTER FUND, LLCPrivate fundOther Private Fund, IA
Mar 24, 2016 to presentfactForm ADV
→ PRIMA CORE DEBT FUND I, LLCPrivate fundOther Private Fund, IA, no longer reported
Jun 25, 2014 to Mar 29, 2018factForm ADV
→ PRIMA MORTGAGE INVESTMENT TRUST, LLCPrivate fundOther Private Fund, IA, no longer reported
Jun 25, 2014 to Mar 16, 2015factForm ADV

Controls (9)

← WHITE, GREGORY, ALANOwnerCHIEF EXECUTIVE OFFICER/DIRECTOR, ownership code NA, individual
Mar 12, 2012 to presentfactForm ADV
← TCHERKASSOVA, JULIAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 25, 2014 to presentfactForm ADV
← PATEL, NILESHOwnerCHIEF INVESTMENT OFFICER/PRESIDENT, ownership code NA, individual
Mar 6, 2013 to presentfactForm ADV
← MANIN, MARY, CATHERINEOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2021 to presentfactForm ADV
← BLUE OWL CAPITAL GP HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 7, 2024 to presentfactForm ADV
← BLUE OWL CAPITAL HOLDINGS LPOwnerLIMITED PARTNER, ownership code F, domestic entity
Jun 7, 2024 to presentfactForm ADV
← BLUE OWL REAL ESTATE HOLDINGS LPOwnerMEMBER, ownership code E, domestic entity
Jun 7, 2024 to presentfactForm ADV
← NBSH ACQUISITION, LLCOwnerMEMBER, ownership code F, domestic entity
Jun 7, 2024 to presentfactForm ADV
← NBSH BLUE INVESTMENTS. LLCOwnerLIMITED PARTNER, ownership code C, domestic entity
Jun 7, 2024 to presentfactForm ADV

Owns (1)

← HEYL, DOROTHYOwnerCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL, ownership code NA, individual
May 15, 2017 to presentfactForm ADV

Affiliated with (1)

← NEWPORT GROUP SECURITIES, INC.Registered adviserother investment adviser, common control
factForm ADV

Dated events

Occurred
Mar 21, 2024
Control person left
Dawson James Carey (Managing Member) no longer on Schedule A of Prima Capital Advisors (listed 2023-10-20, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
Jay David Wermuth (Managing Member) no longer on Schedule A of Prima Capital Advisors (listed 2023-10-20, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
David Nicolas Zerbib (Managing Member) no longer on Schedule A of Prima Capital Advisors (listed 2023-10-20, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
Arthur Charles Davis (Managing Member) no longer on Schedule A of Prima Capital Advisors (listed 2023-10-20, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
Nmn Stephen Friedman (Managing Member) no longer on Schedule A of Prima Capital Advisors (listed 2023-10-20, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Control person left
Shujaat Agha Khan (Director) no longer on Schedule A of Prima Capital Advisors (listed 2020-03-27, absent 2021-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Control person joined
Catherine Mary Manin (Director) appeared on Schedule A of Prima Capital Advisors
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Control person joined
Nmn Stephen Friedman (Managing Member) appeared on Schedule A of Prima Capital Advisors
Form ADVobserved 5 days ago
Occurred
Mar 27, 2019
Control person left
Kenneth Steven Copulsky (Member//Director) no longer on Schedule A of Prima Capital Advisors (listed 2018-03-29, absent 2019-03-27)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:285d43a3-cfc5-5f57-41f1-4fd7ddcd2d94
First observed: Mar 12, 2012
Last observed: Jun 7, 2024 27 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIMA CAPITAL ADVISORS

PRIMA CAPITAL ADVISORS LLC, CRD 124719

SCARSDALE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:285d43a3-cfc5-5f57-41f1-4fd7ddcd2d94

Data as of Jun 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:04 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PRIMA MORTGAGE INVESTMENT TRUST, LLC

Other Private Fund

$901M

Mar 16, 2015

Jun 25, 2014

dropped

n/a

PMIT MASTER FUND, LLC

Other Private Fund

$709M

Jun 7, 2024

Mar 24, 2016

reported

021-1690716

PRIMA CORE DEBT FUND I, LLC

Other Private Fund

Mar 29, 2018

Jun 25, 2014

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUE OWL CAPITAL GP HOLDINGS LLC

Member

yes

11/2021

Jun 7, 2024

BLUE OWL CAPITAL GP LLC

GENERAL PARTNER

yes

10/2021

Jun 7, 2024

BLUE OWL CAPITAL HOLDINGS LP

LIMITED PARTNER

yes

10/2021

Jun 7, 2024

BLUE OWL CAPITAL INC.

Member

yes

11/2021

Jun 7, 2024

BLUE OWL REAL ESTATE HOLDINGS LP

Member

yes

06/2024

Jun 7, 2024

MANIN, MARY, CATHERINE

Director

yes

11/2020

Mar 29, 2021

Jun 7, 2024

NBSH ACQUISITION, LLC

Member

yes

05/2009

Jun 7, 2024

NBSH BLUE INVESTMENTS. LLC

LIMITED PARTNER

yes

05/2021

Jun 7, 2024

PATEL, NILESH

CHIEF INVESTMENT OFFICER/PRESIDENT

yes

10/2012

Mar 6, 2013

Jun 7, 2024

TCHERKASSOVA, JULIA

CHIEF FINANCIAL OFFICER

yes

02/2014

Jun 25, 2014

Jun 7, 2024

WHITE, GREGORY, ALAN

CHIEF EXECUTIVE OFFICER/DIRECTOR

yes

12/2002

Mar 12, 2012

Jun 7, 2024

HEYL, DOROTHY

CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL

05/2017

May 15, 2017

Jun 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRIMA EUROPE LTD

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 21, 2024

$9.5B

$8.5B

$709M

2022

Mar 28, 2023

$8.0B

$7.1B

$568M

2021

Mar 29, 2022

$6.8B

$5.7B

$924M

2020

Mar 29, 2021

$5.9B

$4.9B

$939M

2019

Mar 27, 2020

$5.0B

$4.2B

$885M

2018

Mar 27, 2019

$4.0B

$3.6B

$835M

2017

Mar 29, 2018

$4.1B

$4.0B

$865M

2016

Mar 30, 2017

$4.2B

n/a

$845M

2015

Mar 24, 2016

$3.5B

n/a

$952M

2014

Mar 16, 2015

$2.8B

n/a

$918M

2013

Mar 5, 2014

$2.7B

n/a

2012

Mar 6, 2013

$2.3B

n/a

2011

Mar 12, 2012

$2.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$9.5B

$8.0B

19.1%

$5.9B

17.6%