Verified 10 Nov 2026
Prossimo Advisors LLC
Prossimo Advisors LLC is a San Luis Obispo, California multi-family office started in 2017 by a lawyer who spent more than 30 years in mergers and acquisitions practice. It plans and oversees investments and estate matters for a limited number of wealthy families, either managing assets itself or supervising outside money managers. Its Form ADV filed on 26 March 2026 reported $239 million in regulatory assets for 26 clients.
- Type
- Multi-family office
- Location
- San Luis Obispo, California, United States
- Sectors
- Public equities
- Fund size / AUM
- $239M regulatory AUM (Form ADV, filed 2026-03-26)
- Latest fund or filing
- 26 Mar 2026
- Website
- www.prossimoadvisors.com
Contacts on file
For Prossimo Advisors LLC, the paid file holds: 2 named decision-makers with roles; firm contact email.
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