SourcingSourcing

PROEM ADVISORS LLC

C36
CRD 300404·SEC 801-131691·DALLAS, TX
AUM
$474.1M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROEM ADVISORS LLC
CRD
300404
SEC file #
801-131691
EIN
000000000
DBA names
—

Economics

AUM
$474.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$259.2M → $474.1M▲ +83%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
proemasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PROEM ASSET MANAGEMENT LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PROEM ASSET MANAGEMENT LP
KHAN, IMRAN, (NMN)
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PROEMASSET.COM
Rdap Domain Creation Date
2018-10-20T16:27:54Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002089111
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-10-09
Edgar Last Filing Date
2025-10-09
Edgar Form D Count
1
Edgar Form D Offerings
2025-10-092025-10-09 · 0001315863-25-000726

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1881
Soi Zip Pct 200k Plus
0.1164
Soi Zip Returns 200k Plus
1,590
Soi Zip Total AGI
4,050,302
Fdic Zip Total Deposits
3,837,181,000
Fdic Zip Branch Count
143
Fdic Zip Top Banks
American Bank, National Association
Compass Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley17
Goldman Sachs6
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
4215 W LOVERS LANESUITE 200DALLAS, TX 75209
Business
4215 W LOVERS LANESUITE 200DALLAS, TX 75209
Edgar EIN
000000000
Edgar Recent Filings
D2025-10-09 · 0001315863-25-000726
Fdic Zip Branches Raw
Brookhollow National BankDallas, TX
American Bank, National AssociationDallas, TX
Fdic Zip HHI
2753.2
Fdic Zip Top Bank Share Pct
48.74
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-20T16:27:54Z
Rdap Domain Last Changed
2024-10-21T17:33:55Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,960
Returns4,520
Stub 2
AGI143,819
Returns3,970
Stub 3
AGI111,094
Returns1,840
Soi Zip Total Business Income
118,729
Soi Zip Total Cap Gains
640,184
Soi Zip Total Dividends
199,044
Soi Zip Total Returns
13,660
Trust Company Affiliate
Yes

People (3)

3
KHAN, IMRAN, (NMN)
Executive Officer · 2.5%
3249078
PEARSON, GREGORY, RICHARD
Executive Officer · 2.5%
5949363
SCHMIDT, THOMAS, EDWARD
Executive Officer · 2.5%
2336207