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PREMIUM 72 CAPITAL

Legal name: PREMIUM 72 CAPITAL, LLC

CRD 284519File 801-120279
APPROVED
Retail clients
Disclosure events
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.0M
Bottom 25% of cohort (national)
Discretionary AUM
$10.0M
Clients
10
10 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Feb 8, 2021
Principal office
Not reported
Phone
281-591-7777
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$10.0M
Discretionary AUM
$10.0M
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$1.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)10$10.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11G
  • Q11H2

Filed changes

DateFieldFromToChange
May 1, 2025
vs Oct 1, 2022
Employees92decreased by7
May 1, 2025
vs Oct 1, 2022
CustodyYesNo
May 1, 2025
vs Oct 1, 2022
Clients93010decreased by920
May 1, 2025
vs Oct 1, 2022
AUM$232,927,198$10,000,000decreased by$222,927,198
May 1, 2025
vs Oct 1, 2022
Accounts93010decreased by920
Apr 1, 2022Employees129decreased by3
Apr 1, 2022Clients263930increased by667
Apr 1, 2022AUM$226,256,088$232,927,198increased by$6,671,110
Apr 1, 2022Accounts1,003930decreased by73
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PREMIUM 72” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PREMIUM 72” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.