PROMETHOS CAPITAL, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$45.5M

Accounts

28

Employees

6

Advisory reps

4

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 300915
Registered since: March 25, 2019
Website: promethoscapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government80.61%
Charitable Organizations18.99%
HNWI0.41%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Promethos Capital, LLC is an SEC-registered investment adviser formed in 2019 and organized as an LLC under individual ownership. The firm advises an institutional client base while also providing portfolio management for individuals, small businesses, and for business or institutional clients. Its fee model combines percentage-of-AUM charges with fixed fees. Regulatory filings indicate Promethos does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

IVA KALUS-BYSTRICKY
Chief Investment OfficerCRD 6469845
SUZANNE KELLOGG
Chief Compliance OfficerCRD 4966433
WILFREDO RODRIGUEZ
COO & CFOCRD 6977751

Contacts

1 of 1

JOSEPH SYLVESTER
Co-founder, Director of ResearchCRD 2239402

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: SUFFOLK
Address: 101 Federal St
Time zone: ET (UTC-5)
Office locations

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