CRD: 121982
Prometheus Capital Management Corp.
Yardley, PA, 19067
2153219312
$397.8M Total AUM
$0 Disc. AUM
35.6% 3Y CAGR
4 Employees
271 ADV. Clients
23 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2003
- Office Locations
- 1
Office Locations
30 S. Main Street Yardley PA
About Prometheus Capital Management Corp.
Prometheus Capital Management Corp. is a Yardley-based RIA. The firm has been operating for 23 years. Managing $397.8M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
65 AVG AGE
$198.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Beacon Value capital Vertex
Client Personas
Foundation
Investment Themes
Foundation peak Beacon
Investment Vehicles
Alpha
Services
Zenith Element Vital Timber pioneer Vector Quantum Ember Peak
Owner & Executives
STEPHEN PETER WETZEL
President
- CRD
- #2170936
- Ownership
- 75% or more
(940) 221-4464
frontier.delta@pioneercapital.com
in linkedin.com/in/beacon-atlas
JAMES RUSSELL HADAWAY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(942) 240-1215
ridge.unison@bridgecapital.com
in linkedin.com/in/peak-vertex
Showing 2 of 2 owners & executives
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N
NICHOLAS M WETZEL
--
- CRD
- #7096073
(213) 311-1072
oak.beacon@elementcapital.com
in linkedin.com/in/ember-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $397,790,936 | $456,182 |
| Total | $397,790,936 | $456,182 |
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Separately Managed Accounts
Total SMA Asset: $397,790,936
Public Funds:
9.6% Equity - Exchange:
21.3% Cash:
32.2% U.S. Government/Agency:
20.9% Other:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $262,943,253 | 9.6% |
| Equity - Exchange | $583,405,343 | 21.3% |
| Cash | $881,955,495 | 32.2% |
| U.S. Government/Agency | $572,449,374 | 20.9% |
| Other | $438,238,756 | 16.0% |
| Total | $2,738,992,221 | 100.0% |