Promethos Capital, LLC
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
FINTRXOverview
Promethos Capital, LLC is an SEC-registered limited liability company (registered in 2019) that operates as an institutional registered investment adviser. The firm is owned by an individual and bills clients using both a percentage-of-AUM and fixed-fee structure. Advisory services listed in filings emphasize discretionary portfolio management for businesses, institutions, and for individuals/small businesses. The firm reports a primary emphasis on equity strategies and is not identified as an active ESG investor, a capital allocator, or a multi-state adviser.
Assets & Accounts
Public Holdings
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
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$6.3M in ETFs
100%
$6.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) | Vanguard | Passive | Foreign Large Blend | $6.3M | 76,387 | 100.00% |
Location
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
Similar firms
Green Century Capital Management Inc
RIABoston, MA
Woodstock Corporation
RIABoston, MA
Beacon Capital Partners, LLC
RIABoston, MA
Solel Partners LP
RIABoston, MA
Middleton & Company Inc.
RIABoston, MA
Marble Harbor Investment Counsel, LLC
RIABoston, MA