Promethos Capital, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 26
- Avg AUM / client
- $49.0M
- Accounts
- 28
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $5.2M | 0.41% |
| Charitable organizations | 14 | $242M | 19.0% |
| State or municipal government entities | 12 | $1.0B | 80.6% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sylvester, Joseph, Ronald | Member | Feb 2019 (8y) | 25% – 50% | |
| Kalus Bystricky, Iva, C | Member | Mar 2019 (7y) | 75% or more | |
| Rodriguez, Wilfredo, Igone | Chief Operating Officer, Chief Financial Officer | Jan 2022 (5y) | Less than 5% | |
| Hogan, Michael, Francis | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $929M (73% of AUM) Apr 2026
- Northern Trust $156M (12% of AUM) Apr 2026
- BNY Mellon $78.0M (9% of AUM) Jul 2025
- U.S. Bank $42.6M (5% of AUM) Jul 2025
- Merrill Lynch $12.9M (10% of AUM) Jan 2022
- Charles Schwab & Co. $6.5M (1% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗