|
⚲
|
| Promus Capital LLC
✚
|
|
|---|---|
| CRD # | 147597 |
| SEC # | 801-69649 |
| CIK # | |
| AUM | $1.3 BB (2023-03-31) |
| Employees | 26 (35% Investors, 0% Brokers) |
| Phone | 312-784-3990 |
| Address | 156 N Jefferson St Chicago, IL 60661 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 11.4 |
| (b) Individuals (high net worth individuals) | 93 | 1,222.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 62.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 1,296.3 |
| By Discretionary | ||
| Discretionary | 467 | 374.9 |
| Non-Discretionary | 26 | 921.4 |
| Total | 493 | 1,296.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,296.3 | |
| Total | 493 | 1,296.3 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Promus Asset Management LLC
✚
|
TX | 2.2 |
|
Promus Capital LLC
✚
|
IL | 1.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealhouse Capital Limited Partnership
✚
|
1.3 | |
|
Inscription Capital LLC
✚
|
TX | 1.3 |
|
Morrison Fiduciary Advisors Inc
✚
|
PA | 1.3 |
|
KB Financial Partners LLC
✚
|
NJ | 1.3 |
|
Nottingham Advisors Inc
✚
|
NY | 1.3 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.3 |
|
TFS Securities Inc
✚
|
NJ | 1.3 |
|
Diversified LLC
✚
|
DE | 1.3 |
|
Crewe Advisors LLC
✚
|
UT | 1.3 |
|
SAX Wealth Advisors LLC
✚
|
NJ | 1.3 |