Prima Capital Advisors

Prima Capital Advisors LLC is an independent investment advisor established in 2002 and registered with the SEC since January 2003. The firm specializes in providing investment advice on real estate debt investments, including commercial and multi-family mortgages, CMBS, and bonds issued by REITs. Prima manages approximately $9.5 billion of clients' assets, with fees ranging from 0.10% to 0.45% of AUM annually. Clients can pay fees directly or have them deducted from their accounts. Prima may invest client funds in short-term securities and charges lower fees for cash investments. The firm follows a fundamental approach to investment analysis, integrating ESG considerations. Prima discloses potential risks associated with investing in real estate debt, including risks related to property values, economic conditions, tenant performance, and interest rates. Prima operates under a Code of Ethics and provides ongoing account monitoring and quarterly performance reports to clients. The firm does not receive compensation from non-clients for advisory services and complies with custody rules. Prima offers both discretionary and non-discretionary investment services, with clients maintaining responsibility for voting on securities. Clients can request Prima's policy on proxy voting and tender offers. Prima does not solicit prepayment of fees and has no financial commitments that could impact client obligations.