Sumo Capital, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
146310
Registered since
March 3, 2008

Firm profile

FINTRX

Overview

Sumo Capital, LLC is a limited liability company that has been SEC-registered since 2008. The firm is listed with an owner structure described as a domestic entity and an individual and is otherwise categorized as “unclassified” in available records. Public filings indicate the firm is not positioned as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. Details about the firm’s advisory offerings, client segments, fee model, investment approach, or affiliated activities were not provided in the source material.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • William D'anna

    William D'anna

    Chief Financial OfficerCRD 4744170

  • John Superson

    Founder & CEOCRD 2773349

  • Stephane Chevillon

    Founder and CEOCRD 7890392

Contacts

3 of 43
  • Jad Ayoujil

    Jad Ayoujil

    TraderCRD 7133958

  • Eric Greco

    TraderCRD 5130345

  • Steven Juno

    Market MakerCRD 4946514

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth