SUMO INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 328651
- Registered since
- July 24, 2024
Firm profile
FINTRXOverview
Sumo Investment Management LLC is an LLC that registered with the SEC in 2024 and is identified in regulatory filings as operating in the capacity of a commodity pool operator or commodity trading advisor (CPO/CTA). The firm is affiliated with a broker-dealer and is classified as an unclassified adviser in the snapshot data. Filings indicate it is not positioned as an active ESG investor, not a multi-state adviser, and does not identify itself as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
2 of 2WILLIAM D'ANNA
Chief Financial OfficerCRD 4744170
JOHN SUPERSON
Founder & CEOCRD 2773349
Contacts
2 of 2TERRENCE TRAVIS
ConsultantCRD 1545662
KATHLEEN ROWAN
CCOCRD 3180771
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
- 440 S La Salle St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MODERNE CAPITAL, LP
Exempt Reporting AdvisorCHICAGO, IL
NEW STACK, LLC
Exempt Reporting AdvisorCHICAGO, IL
7WIRE MANAGEMENT, L.P.
Exempt Reporting AdvisorCHICAGO, IL
SFERMION
Exempt Reporting AdvisorCHICAGO, IL
SARATOGA REALTY INVESTORS LLC
Exempt Reporting AdvisorCHICAGO, IL
DISTRIBUTED VENTURES
Exempt Reporting AdvisorCHICAGO, IL