CRD: 291229
Prometheus Investment Advisors LLC
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- QuantumPioneer
- Established Date
- 05-04-2018
- Office Locations
- 1
Office Locations
About Prometheus Investment Advisors LLC
Prometheus Investments (Prometheus Investment Advisors LLC) is a Greenwich, CT RIA providing asset management and wealth advising for individual and institutional clients, including retirement and estate planning. The firm emphasizes specialized portfolios and customized risk management aimed at minimizing risk while targeting return, backed by 60 years of combined experience across retail and institutional clients. Custody includes SEI.
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Owner & Executives
CHARLES JOSEPH DORAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5165351
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,585,550 | $329,845 |
| Non-Discretionary | $0 | -- |
| Total | $21,585,550 | $329,845 |
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Separately Managed Accounts
Total SMA Asset: $21,585,550
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $308,298,963 | 18.7% |
| Public Funds | $677,598,255 | 41.1% |
| Cash | $260,487,894 | 15.8% |
| Equity - Exchange | $402,272,443 | 24.4% |
| Total | $1,648,657,555 | 100.0% |