PROMUS CAPITAL, LLC
Latest filing: May 12, 2025 (106 days ago)
AUM
$1,598,360,863
13% change vs. 1 year ago
11% change vs. 3 years ago
88% change vs. 5 years ago
218% change vs. 10 years ago
Employee Count
28
0% change vs. 1 year ago
0% change vs. 3 years ago
22% change vs. 5 years ago
56% change vs. 10 years ago
Main Office
CHICAGO, IL
156 N. JEFFERSON ST., CHICAGO, IL, UNITED STATES, 60661
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $1.2 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $1.5 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 18 | $0.0 |
| Average Individual AUM | $594,287 | |
| HNW | 100 | $1.5 |
| Average HNW AUM | $15,230,591 | |
| Retail Total | 118 | $1.5 |
| Average Retail AUM | $12,997,935 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $1.5 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 3% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 14% | $0.2 |
| Other Pools | 72% | $1.2 |
| Cash | 9% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PROMUS ASSET MANAGEMENT, LLC | $2.9 | 165478 | |
| PROMUS REALTY MANAGER, LLC | $0.0 | - | |
| PRODEV ORLANDO APTS GP, LLC | $0.0 | - | |
| PROMUS ACCESS IV GP, LLC | $0.0 | - | |
| PROMUS REALTY PARTNERS, LLC | $0.0 | 294639 | |
| PROMUS EQUITY PARTNERS, LLC | $0.0 | 162525 | |
| PROMUS ACCESS GP, LLC | $0.0 | 294153 | |
| PROMUS CO-INVEST GP, LLC | $0.0 | - | |
| PROVAL BEAVERTON APTS GP, LLC | $0.0 | - | |
| PRODEV MINN CUBES GP, LLC | $0.0 | - | |
| PETERSON COLORADO APTS GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
18 active
| Name | Title |
|---|---|
| MUSSO, BRIAN, BIRNEY | MANAGER, MANAGER & MANAGING PARTNER |
| MUSSO, JOHN, ZACHARY | MANAGER, MANAGER |
| CODE, ANDREW, WARREN | TRUSTEE, TRUSTEE, TRUSTEE, TRUSTEE |
| CRAWFORD, RYAN, PAUL | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL |
| BROWN, STEVEN, RICHARD | MANAGER |
| NEWMAN, ROBERT, DOUGLAS | MANAGER & MANAGING PARTNER |
| OTTO, SHANNA, MADELINE | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN MURPHY | CHICAGO | IL | S63|1997-10-14 | CHARTERED FINANCIAL ANALYST | |||||
| TERENCE TOTH | CHICAGO | IL | S65|2009-02-19 | ||||||
| JOHN MUSSO | CHICAGO | IL | CHARTERED FINANCIAL ANALYST | ||||||
| BRIAN MUSSO | CHICAGO | IL | S65|2009-02-19 | ||||||
| JACOB BARTON | CHICAGO | IL | S65|2018-10-12 | ||||||
| ROBERT NEWMAN | CHICAGO | IL | S63|1990-12-27 | CHARTERED FINANCIAL ANALYST | |||||
| COOPER WHITE | CHICAGO | IL | S65|2011-01-20 | ||||||
| CHARLES CODE | CHICAGO | IL | S65|2024-02-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.6 | $0.0 | 0% | 28 | 0 | 0% |
| 2025-04-21 | $1.6 | $0.0 | 0% | 28 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.2 | 13% | 28 | 0 | 0% |
| 2023-04-04 | $1.3 | $0.3 | 23% | 26 | 2 | 8% |
| 2022-04-01 | $1.4 | $0.2 | 11% | 28 | 0 | 0% |
| 2021-04-05 | $1.0 | $0.6 | 59% | 23 | 5 | 22% |
| 2020-04-01 | $0.8 | $0.7 | 88% | 23 | 5 | 22% |
| 2019-04-01 | $0.7 | $0.9 | 131% | 20 | 8 | 40% |
| 2018-04-02 | $0.7 | $0.9 | 132% | 19 | 9 | 47% |
| 2017-04-01 | $0.6 | $1.0 | 152% | 19 | 9 | 47% |
| 2016-04-01 | $0.6 | $1.0 | 154% | 20 | 8 | 40% |
| 2015-04-01 | $0.5 | $1.1 | 218% | 18 | 10 | 56% |
| 2014-04-01 | $0.5 | $1.1 | 221% | 17 | 11 | 65% |
| 2013-04-01 | $0.2 | $1.4 | 624% | 9 | 19 | 211% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AL-05/14/2021, CA-03/31/2023, CO-05/14/2021, FL-03/30/2018, IL-10/27/2008, TX-07/28/2009 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV