Prashant A Joshi

$148M regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

500 Post Road East 2Nd Fl, Suite 303, Westport, CT 06880 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-25
TX	RA	APPROVED	2026-01-30
NY	RA	APPROVED	2025-11-21
CT	RA	APPROVED	2025-08-26
PA	RA	APPROVED	2025-08-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lazard	New York	NY	06/2024	08/2024
Parametric Portfolio Associates/Morgan Stanley	Minneapolis	MN	03/2022	06/2024
Bccm Advisors	St Louis Park	MN	06/2019	03/2022
Quorus Inc.	West Port	CT	07/2025	Present
New York University Stern	New York	NY	09/2024	06/2025
University Of Minnesota - Twin Cities	Minneapolis	MN	08/2015	05/2019

06/2024 → 08/2024

Lazard

New York, NY
03/2022 → 06/2024

Parametric Portfolio Associates/Morgan Stanley

Minneapolis, MN
06/2019 → 03/2022

Bccm Advisors

St Louis Park, MN
07/2025 → Present

Quorus Inc.

West Port, CT
09/2024 → 06/2025

New York University Stern

New York, NY
08/2015 → 05/2019

University Of Minnesota - Twin Cities

Minneapolis, MN

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-16

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