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J.R. Prunier Capital Management
J.R. Prunier Capital Management LLC is an SEC-registered investment adviser in Holden, MA, registered since 2025. The firm manages $407 million in assets,...
Overview
J.R. Prunier Capital Management LLC is an SEC-registered investment adviser in Holden, MA, registered since 2025. The firm manages $407 million in assets, with $386 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1974
Location
Region
North America
Country
United States
City
Norfolk
Corporate office
Norfolk, CT, United States
Principals
J. Robert Prunier
Founder & Principal
Sector focus
Frequently asked questions
Does the office disclose its total assets under management?
No. The firm does not publicly report consolidated AUM across all asset classes, family entities, and private holdings. Regulatory filings capture only the portion of assets deemed advisory under SEC rules, which excludes substantial family-balance-sheet items such as wholly owned real estate, direct private company stakes, and assets held in non-advisory vehicles. Altss estimates total family capital in the $100M–$500M range.
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