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Promus Capital Management, LLC (“Promus Capital Management”) is a Chicago-based firm specializing in private equity and real estate strategies for family offices, institutions, and qualified individual investors. Building on decades of experience and approximately $1.6 billion in assets under management (as of 12.31.2025), the firm provides access to differentiated private market opportunities through its Promus Access and Promus Realty strategies. Promus Capital Management is a wholly owned subsidiary of Waverly Advisors, LLC, an investment adviser with approximately $34.2 billion in assets under management (as of 4.24.2026). Promus Capital Management, LLC is not registered as an investment adviser and delegates to Waverly Advisors, LLC all funds related investment advisory services, if any, that must be provided by a duly licensed investment adviser. Learn more at www.promuscapital.com. Read the press release here: Waverly Advisors Acquires Select Promus Business Lines.
Pacific Portfolio Trust Company (“PPTC”) is a Seattle-based, Washington state-charted trust company providing fiduciary, trust administration, estate settlement, and related trust services for individuals, families, and institutions. PPTC has more than 30 years of experience serving clients throughout the Pacific Northwest and beyond. In September 2025, PPTC became a wholly owned subsidiary of Waverly Advisors, LLC (“Waverly”), an SEC-registered investment adviser with approximately $35.5 billion in assets under management (as of 5.29.2026). PPTC is not a registered investment adviser and does not provide investment advisory services. Waverly provides investment advisory services to PPTC. PPTC is regulated by the Washington State Department of Financial Institutions. Read the press release here: Waverly Advisors Acquires Pacific Portfolio Consulting, LLC.
Smithfield Trust Company (“Smithfield Trust”) is a Pittsburg-based, Pennsylvania-charted trust company providing fully integrated fiduciary wealth management services, including trust and estate administration, customized investment management, tax and charitable planning, and estate planning to clients globally. Smithfield Trust has more than 30 years of experience and manages approximately $3 billion in assets and ranks among the region’s largest money management firms. In June 2026, the equity of Smithfield Trust was acquired by Waverly Advisors, LLC’s parent company. Smithfield Trust is regulated by the Pennsylvania Department of Banking and Securities and is not a registered investment adviser. Read the press release here: Waverly Advisors’ Affiliate Acquires Smithfield Trust Company.