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 registered as a limited liability company and is an SEC-registered investment adviser since 2008. The ownership is recorded as a domestic entity with individual ownership. Public filings and the provided snapshot do not classify the firm's business activities, client segments, fee arrangements, or specific advisory services. The firm is not listed as an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant, capital allocator, newly formed adviser, or related adviser.

Assets & Accounts

Location & Offices

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

Unlock 40 more contacts

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