PRIO WEALTH LIMITED PARTNERSHIP
SEC file number 801-31805
· BOSTON, MA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.74B
Discretionary AUM
$3.74B
Employees
28
Clients
2
Firm
- Address
- FRANKLIN STREET
BOSTON, MA 02110 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Aprio Partner Aggregator, LP Low name-match confidence · CIK 2068380 · GA
- aPriori 4 Ventures Ltd Low name-match confidence · CIK 2105084 · D8
- APriori Family LP Low name-match confidence · CIK 1883225 · CT
- Capriole Fund LP Low name-match confidence · CIK 1845351 · E9
- CCI Income Priority Fund, LP Low name-match confidence · CIK 1968139 · NJ
- G2 Capital Priority Yield Fund LLC Low name-match confidence · CIK 2102105 · OH
- Journal Capital Priority Yield Fund, LLC Low name-match confidence · CIK 2098358 · OH
- Mandalay Priority Income Fund I, LP Low name-match confidence · CIK 1811759 · CA
- MERIDIAN PRIORITY, LLC Low name-match confidence · CIK 1657471 · TN
- Priority Ambient TPA Solutions, LLC Low name-match confidence · CIK 2137134 · GA
- Priority Physicians Realty II, LLC Low name-match confidence · CIK 2071496 · IN
- Prior Lake B Squared Ventures LLC Low name-match confidence · CIK 2104959 · MN
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MERIDIAN PRIORITY, LLC · D/A · Oct 29, 2026
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APriori Family LP · D/A · Jul 28, 2026
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APriori Family LP · D/A · Jul 27, 2026
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Priority Ambient TPA Solutions, LLC · D · Jun 17, 2026$1
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Mandalay Priority Income Fund I, LP · D/A · May 20, 2026$300M
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aPriori 4 Ventures Ltd · D · Mar 27, 2026$505K
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Journal Capital Priority Yield Fund, LLC · D/A · Mar 13, 2026
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CCI Income Priority Fund, LP · D/A · Mar 6, 2026
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Prior Lake B Squared Ventures LLC · D · Jan 14, 2026$8.4M
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G2 Capital Priority Yield Fund LLC · D · Dec 22, 2025$30M
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Journal Capital Priority Yield Fund, LLC · D · Dec 8, 2025$60M
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APriori Family LP · D/A · Jul 25, 2025
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Aprio Partner Aggregator, LP · D · Jun 27, 2025
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Mandalay Priority Income Fund I, LP · D/A · Jun 16, 2025$300M
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Priority Physicians Realty II, LLC · D · Jun 5, 2025$2.2M
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Capriole Fund LP · D/A · Jun 2, 2025
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CCI Income Priority Fund, LP · D/A · Mar 6, 2025