Prometheus Wealth Management SAM provides portfolio management for individuals and small businesses and selecting other managers.
Prometheus Wealth Management SAM reports 149 clients. They include 70 high-net-worth individuals, 58 individual clients, and 13 corporations and other businesses. Of its assets, 21.0% ($261M across 75 accounts) are managed with discretion; $983M across 155 accounts are not. Of its clients, 100% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 42% |
| High-net-worth individuals | 47% | 44% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Insurance companies | 5% | 9% |
| Corporations and other businesses | 9% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $527M | 42.4% | $9.09M |
| High-net-worth individuals | 70 | $550M | 44.3% | $7.86M |
| Pension and profit-sharing plans | Fewer than 5 | $578K | 0.0% | — |
| Insurance companies | 8 | $115M | 9.3% | $14.4M |
| Corporations and other businesses | 13 | $50M | 4.0% | $3.85M |
| Total | 149 | $1.24B | 100% | — |
- Clients
- 58
- Regulatory AUM
- $527M
- AUM share
- 42.4%
- Avg. per client
- $9.09M
- Clients
- 70
- Regulatory AUM
- $550M
- AUM share
- 44.3%
- Avg. per client
- $7.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $578K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $115M
- AUM share
- 9.3%
- Avg. per client
- $14.4M
- Clients
- 13
- Regulatory AUM
- $50M
- AUM share
- 4.0%
- Avg. per client
- $3.85M
Total
- Clients
- 149
- Regulatory AUM
- $1.24B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Prometheus Wealth Management SAM charges 0.75%–1.25% a year for its Discretionary asset management. The fee is billed in arrears and is negotiable.
Fee details and sources
H2o Monaco owns 50% to 75% of Prometheus Wealth Management SAM and is in turn owned by H2o AM Holding Sa (50–75%). The leadership team of Prometheus Wealth Management SAM includes Chief Investment Officer Cyrille Boyer and Chief Compliance Officer Marilena Costanza. It has 9 employees, 6 of them in advisory roles.
Leadership
- Marilena CostanzaChief Compliance Officer
- Cyrille BoyerChief Investment Officer
- Frank CiarapicaChieffinancial Officer
- Matthieu LetortOwner/Managing Partner
Staff
- 9 employees
- 6 in advisory functions
- Owns 50% to 75% of Prometheus Wealth Management Sam
H2o Monaco
Control person · since December 2017
- Owns 50% to 75% of H2o Monaco
H2o AM Holding Sa
Control person · since July 2010
- Owns 25% to 50% of Prometheus Wealth Management Sam
Matthieu Letort
Control person · since December 2017
Prometheus Wealth Management SAM’s regulatory assets grew from $950M (February 2025) to $1.24B (March 2026); clients rose from 128 to 149 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.24B | 149 | 9 | 1 |
| February 2025 | $950M | 128 | 9 | 1 |
Besides its headquarters, Prometheus Wealth Management SAM has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Prometheus Wealth Management Sam
- Headquarters
- 24 Boulevard Princesse Charlotte, Monaco 98000
- Website
- prometheus-wm.com
- Phone
- 0037799997575
- @prometheus-wm
- SEC file
- 801-131820
- Structure
- other (specify) organized in Monaco
- Fiscal year end
- December
Prometheus Wealth Management SAM uses UBS ($405M, 39%), Edmond De Rothschild ($346M, 33%) and Julius Baer ($288M, 28%) as custodians for its separately managed accounts. Prometheus Wealth Management SAM does not have custody of client assets.
- Julius BaerJulius Baer · Monaco · $288M28%
- Edmond De RothschildEdmond De Rothschild · Monaco · $346M33%
- UBSUBS · Monaco · $405M39%
At year end, Prometheus Wealth Management SAM’s separately managed accounts were largely in stocks (45%) and funds (44%).
What the accounts hold
- Stocks45%
- Funds44%
- Bonds3%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash3%
- Other5%
- Derivatives5%
How many clients does Prometheus Wealth Management SAM have?
Prometheus Wealth Management SAM has 149 clients and manages $1.24 billion for them, as of March 2026. They include 70 high-net-worth individuals, 58 individual clients, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Prometheus Wealth Management SAM offer?
Prometheus Wealth Management SAM provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Prometheus Wealth Management SAM charge?
Prometheus Wealth Management SAM charges 0.75%–1.25% a year for its Discretionary asset management. The fee is billed in arrears and is negotiable.
Source: PROMETHEUS_WM_ADV_PART 2A_V03-2026, filed 5 March 2026
Which custodians does Prometheus Wealth Management SAM use?
Prometheus Wealth Management SAM’s separately managed account assets are held at UBS (Monaco), with $405M, Edmond De Rothschild (Monaco), with $346M and Julius Baer (Monaco), with $288M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Prometheus Wealth Management SAM have?
Prometheus Wealth Management SAM has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Prometheus Wealth Management SAM invest in?
At the end of its last fiscal year, Prometheus Wealth Management SAM’s separately managed accounts held 45% exchange-traded equities, 44% pooled vehicles (private funds and similar), 5% derivatives, 3% cash and equivalents, 1% sovereign bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Prometheus Wealth Management SAM?
Prometheus Wealth Management SAM is owned through a holding company by H2o AM Holding Sa. Its direct owners are Matthieu Letort (25% to 50%) and H2o Monaco (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Prometheus Wealth Management SAM get paid?
Prometheus Wealth Management SAM is paid through a percentage of assets under management, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Prometheus Wealth Management SAM?
Prometheus Wealth Management SAM’s main office is at 24 Boulevard Princesse Charlotte, Monaco 98000. Its phone number is 0037799997575. Its website is prometheus-wm.com.