John Z. Musso

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CRD#: 5573642

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Zachary Musso, who also goes by J. Zachary Musso, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2008. John had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

J. Zachary Musso

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME AND ADDRESS: MUSSO CAPITAL MANAGEMENT, LLC, 242 EAST THIRD STREET, HINSDALE, ILLINOIS 60521. NATURE OF BUSINESS: MONEY MANAGEMENT (PRIVATE EQUITY AND HEDGE FUNDS). POSITION: MANAGER AND CIO. TERM: 01/2006 - CURRENT. TIME COMMITMENT: CURRENTLY FULL TIME. DUTIES: MANAGEMENT OF A FUND OF HEDGE FUNDS, PRIVATE EQUITY ANALYSIS, OPERATIONAL DUTIES AND BOOKKEEPING. TRIAD TRADING, LLC, 242 EAST THIRD STREET, HINSDALE, ILLINOIS 60521. NATURE OF BUSINESS: MONEY MANAGEMENT (HEDGE FUND). POSITION: PARTNER. TERM: 10/2007 - CURRENT. TIME COMMITMENT: CURRENTLY, TRIAD TRADING HAS NOT RAISED FUNDS AND BEGAN OPERATIONS. DUTIES: MANAGEMENT OF HEDGE FUND, OPERATIONAL DUTIES AND BOOKKEEPING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 11, 2008 - May 6, 2025

PROMUS CAPITAL, LLC

RIA

CRD#: 147597

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROMUS CAPITAL, LLC

ELKHORN WEALTH MANAGEMENT, LLC | PROMUS FAMILIES | PROMUS CAPITAL, LLC | PROMUS | LAUREATE WEALTH MANAGEMENT

CRD#: 147597 / SEC#: 801-69649

RIA

Registered Investment Advisory firm - (10/15/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PROMUS CAPITAL, LLC

ELKHORN WEALTH MANAGEMENT, LLC | PROMUS FAMILIES | PROMUS CAPITAL, LLC | PROMUS | LAUREATE WEALTH MANAGEMENT

CRD#: 147597 / SEC#: 801-69649

RIA

Registered Investment Advisory firm - (10/15/2008 Approved)

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Contact information

Main Address

156 N. Jefferson St. Suite 300, Chicago, IL 60661

Mailing Address

Phone number

(312) 784-3990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROMUS CAPITAL BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	533
AUM (Assets Under Management)	$ 1,598,360,863

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/29/2025	Cover Page	Report
12/18/2024	Cover Page	Report
07/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John Z. Musso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PROMUS CAPITAL, LLC

Primary Firm SEC Registration

PROMUS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

PROMUS CAPITAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PROMUS CAPITAL, LLC

TRUST BUT VERIFY

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