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Promus Capital, LLC
Promus Capital, LLC is a SEC-registered investment adviser headquartered in Chicago, Illinois. Founded in 2011, the firm provides investment advisory, financial planning, reporting, and family office services to individuals (including high net worth), charitable organizations, and other retail clients. With 28 employees as of May 2025, Promus Capital tailors its services through separately managed accounts and model portfolio strategies, often integrating proprietary products and affiliated private funds for its clients. Promus Capital is part of the Promus Holdings network and serves a diverse client base including retail investors and charitable entities.
Investment Strategy
Promus Capital offers discretionary and non-discretionary investment advisory services, focusing on custom portfolio management that accommodates the goals, objectives, and constraints of each client. Their approach spans asset classes including equities, fixed income, commodities, private funds, and real assets. The firm leverages both proprietary products managed by its affiliates and third-party managers, providing access to diverse investment opportunities. The strategy integrates both traditional securities and alternative investments, with an emphasis on family office solutions, and incorporates potential conflicts and layered fees stemming from affiliated fund offerings, as disclosed in regulatory filings. Accounts are structured based on specific client needs, and services may include financial planning and access to private fund investments.
Latest 13F Filing Activity
Promus Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 308 equity positions with a total 13F market value of $154M. The fund increased holdings in Ishares TR, SPDR Gold TR, SPDR Series Trust among other positions. Promus Capital, LLC reduced exposure to Ishares TR, Ishares Inc., Rocket Lab USA Inc. among others.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.43% | $25.3M | 44,549 | $538.67 | $568.03 | +$1.5M |
G GLOF | ISHARES TR | 7.22% | $11.1M | 230,595 | $43.36 | $48.20 | -$2.5M |
S SPYV | SPDR SERIES TRUST | 6.51% | $10.0M | 191,665 | $51.36 | $52.34 | +$2.0M |
S SPYG | SPDR SERIES TRUST | 6.17% | $9.5M | 99,664 | $87.85 | $95.32 | +$347.0K |
V VGK | VANGUARD INTL EQUITY INDEX F | 2.97% | $4.6M | 59,052 | $63.58 | $77.50 | +$24.5K |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President - Investment Advisor | Tuscaloosa, AL , United States | |
C Charlie Hallene | Associate | Chicago, IL , United States | |
 | Partner | Chicago, IL , United States | |
 | Private Equity Associate | Chicago, IL , United States | |
 | Investment Associate | Chicago, IL , United States | |
 | Senior Associate | Chicago, IL , United States | |
 | Sr. Associate - Associate Portfolio Manager | Wheaton, IL , United States | |
 | Private Equity Vice President | Chicago, IL , United States | |
 | Principal, Private Equity | Chicago, IL , United States |
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