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Robert Douglas Newman

Promus Capital, LLC

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About Robert Douglas Newman

Robert Douglas Newman is a financial advisor in Chicago, Illinois. Robert is associated with Promus Capital, LLC. Robert is also associated with Promus Holdings, LLC. Robert has been in the industry since 12/11/1990. Robert has passed the Series 63, 24, 87, 16, and 7 exams. Robert has a designation of Chartered Financial Analyst.

Firm Information

Robert Newman is currently registered with Promus Capital, LLC. Promus Capital, LLC is a Chicago, IL-based investment advisor managing over $1.4 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. The firm provides family office services, financial planning, and portfolio management for individuals and businesses.
Promus Capital, LLC

156 N. JEFFERSON ST.

CHICAGO, IL 60661

$1.41B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Newman’s Registration & Firm History

IL

06/22/2015 - Present

Promus Capital, LLC (CHICAGO IL)

CA

12/11/1990 - 06/28/2013

WILLIAM BLAIR & COMPANY L.L.C. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/19/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/30/2001

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 12/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Douglas Newman.
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