PROMETHIUM ADVISORS, LLC

Adviser information for PROMETHIUM ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
PROMETHIUM ADVISORS, LLC PROMETHIUM ADVISORS, LLC

Identifiers

SEC RIA File Number 801-129368
SEC ERA File Number 801-129368
SEC CIK Numbers None
SEC CRD Numbers 329565
Legal Entity Identifier None

Principal Office

7272 WISCONSIN AVE
10-105
BETHESDA
MD
United States
Monday - Friday, 8AM TO 5PM
Tel: 202-978-2519, Fax: None

Chief Compliance Officer

STACY SIZEMORE
SW SEQUOIA PARKWAY
15350
PORTLAND
OR
United States
Tel: 971-3713450
(Full email address available in API data)

Regulatory Contact

CHRISTOPHER PLUMMER
SENIOR COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel: 610-871-1593
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SIZEMORE, STACY, LEIGH Individual CHIEF COMPLIANCE OFFICER 12/2023 < 5%
Poch, Christopher, Francis Individual FOUNDER/MANAGING DIRECTOR 02/2024 > 75%

No. Employees, Historic

10502023202420253 on 12/16/20233 on 1/23/20243 on 1/24/20243 on 1/26/20243 on 1/29/20243 on 2/2/20243 on 3/15/2024

RAUM, Historic

0002023202420250 on 12/16/20230 on 1/23/20240 on 1/24/20240 on 1/26/20240 on 1/29/20240 on 2/2/20240 on 3/15/2024