SourcingSourcing

PROSPECT HILL GROWTH PARTNERS, L.P.

C45
CRD 171462·SEC 801-88194·WALTHAM, MA
AUM
$310.6M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$932K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROSPECT HILL GROWTH PARTNERS, L.P.
CRD
171462
SEC file #
801-88194
EIN
—
DBA names
—

Economics

AUM
$310.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$825.2M → $310.6M▼ -62%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
17 advisors → 6 advisors▼ -65%
Primary office
WALTHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
twitter.com/prospecthillgp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SUTTIN, ADAM, LEWIS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SUTTIN, ADAM, LEWIS
TESCHKE, JEFFREY, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:prospecthill.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6334806
Trust Company Affiliate
No

People (4)

4
SUTTIN, ADAM, LEWIS
Direct Owner · 37.5%
6334806
TESCHKE, JEFFREY, JAMES
Direct Owner · 37.5%
2522140
WATTS, WILLIAM, EDWARD
Direct Owner · 37.5%
6334808
Kelly, Sarah, Grace
Executive Officer · 2.5%
7712163