Updated:
Prism Wealth Management
Prism Wealth Management is a New York-based multi-family office founded by David Brown.
Prism Wealth Management
Prism Wealth Management was established in 2012 by David M. T. Brown, a former Goldman Sachs private wealth advisor. The firm operates as a registered investment advisor structured as a multi-family office, though its client base remains tightly controlled. The wealth origin of the families served is not publicly disclosed. Prism focuses on alternative investments, with a particular emphasis on private credit, real estate, infrastructure, and private equity. The firm also allocates to select hedge funds. Investment vehicles include direct co-investments, limited partnership commitments, and separately managed accounts. Confirmed exposures include private credit funds managed by Blue Owl Capital and real estate joint ventures in multifamily housing. The geographic footprint is primarily North America, with some exposure to European infrastructure. The firm does not publicly disclose AUM or total deployment. Industry estimates place its assets under management below $1 billion. Prism maintains a lean team, led by Brown and Lee, and has no satellite offices beyond its New York headquarters. The firm has no disclosed philanthropic or operating-company adjacencies. Prism's structural differentiator lies in its narrow client count and concentrated allocation strategy. Unlike larger multi-family offices that broaden services to scale, Prism caps its client relationships to maintain high-touch, direct investment governance. The succession plan involves Brown mentoring Lee as eventual successor.
General information
Firm type
RIA
Year founded
2012
AUM
Under $1B (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David M. T. Brown
Founder and CEO
Jennifer L. Lee
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who manages investment decisions at Prism Wealth Management?
David M. T. Brown serves as Founder and CEO. Jennifer L. Lee is President and Chief Investment Officer, overseeing portfolio construction and direct deals. Both have backgrounds in private wealth and investment banking at Goldman Sachs (per the firm's official communications).
What types of alternative assets does Prism invest in?
Prism prioritizes private credit, real estate, infrastructure, and private equity. It also commits capital to hedge funds for tactical exposure. The firm does not invest in public equities or venture capital (per the firm's website).
Does Prism operate as a single- or multi-family office?
Prism is structured as a multi-family office serving a select group of ultra-high-net-worth families. It does not accept retail clients. The firm maintains a closed, invitation-only client base to preserve personalized service (per public record).
What is known about Prism's AUM or team size?
The firm does not publicly disclose AUM. Industry estimates suggest assets under $1 billion. Team size is not published, but leadership is centered on Brown and Lee (Altss estimate).
How does Prism source its deals?
Prism relies on a network built from Brown's and Lee's prior careers in private banking. The firm sources direct co-investments through relationships with mid-market private credit managers and real estate sponsors (per public record).
Is Prism involved in philanthropic or operating structures?
The firm has not publicly disclosed any philanthropic foundation or operating company. Its activities remain confined to investment management for client families (per public record).
What is Prism's known posture on co-investments?
Priss participates in co-investments alongside external GPs, particularly in private credit and real estate. These deals are structured as separate accounts to maintain direct control and avoid fund-level fees (per the firm's official communications).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: