# Prudent Investors

Prudent Investors is an Asset Manager based in Lake Forest, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lake Forest, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** investprudent.com
- **LinkedIn:** https://www.linkedin.com/company/prudent-investors

## Regulatory record

- **CRD number:** 127284
- **SEC file number:** 801-79432
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127284

## About

PRUDENT INVESTORS is an SEC-registered investment adviser in LAKE FOREST, CA, registered since 2014. The firm manages approximately $516 million in assets. It has 8 employees and 3 investment advisers.

## Sectors

- Real Estate
- Private Credit

## People

- Gerald L. Peters — Founder & Chairman
- David M. Peters — President

## Questions

### Who runs investment decisions at Prudent Investors?

Gerald L. Peters serves as Founder and Chairman, and David M. Peters is President. The firm is family-operated out of San Diego, California, and most investment committee and asset-management functions reside with the senior leadership team. Specific CIO or investment-committee members beyond the Peters family are not publicly disclosed.

### Does Prudent Investors disclose its assets under management or fund performance?

Prudent Investors does not publicly disclose a current AUM figure. The firm states it has raised over $1.5 billion in client capital since inception, but this cumulative raise figure differs from AUM. No independently audited track record or GIPS-compliant performance data is published on its website.

## Related profiles

- [PRUDENCE ADVISORY SERVICES](https://altss.com/profile/prudence-advisory-services)
- [PTS Brokerage](https://altss.com/profile/pts-brokerage-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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