Sumo Capital, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 146310
- Registered since
- March 3, 2008
- Website
- sumocap.com
Firm profile
FINTRXOverview
Sumo Capital, LLC is organized as a limited liability company with domestic entity and individual ownership. Public disclosure classifies the firm as “unclassified,” and the firm does not present itself as a capital allocator or as an active environmental, social, and governance investor. Filings indicate the adviser is not a multistate adviser, not a pension consultant, and is not identified as a related adviser to another registered entity. The firm has not provided detail about its client mix, fee schedule, or the specific advisory services it offers. There is likewise no provided information on investment mandates, sector or geographic preferences, or portfolio construction approach in the available record. Operationally, Sumo Capital reports two office locations but does not publish addresses or regional focus in the materials supplied. No affiliations, business activities, or awards are listed in the available disclosures.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
John Superson
Founder & CEOCRD 2773349
William D'anna
Chief Financial OfficerCRD 4744170
Stephane Chevillon
Founder and CEOCRD 7890392
Contacts
3 of 45
Christina Thompson
Associate DirectorCRD 5720033
Michael Lockwood
Proprietary TraderCRD 1195162

Janice Rohr
Operations ManagerCRD 1214438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 S Financial Pl
- Time zone
- CT (UTC-6)
- Office locations
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