| As of Date | 03/17/2026 |
| ADV Location | United States, IL |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 6 |
| AUM* | 269,748,567 -4% |
| of that, discretionary | 61,159,636 -27% |
| Private Fund GAV* | 66,953,201 -18% |
| Avg Account Size | 1,886,354 289% |
| High Net Worth | 19.28% 79% |
| SMA’s | Yes |
| Private Funds | 2 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count2 | GAV$48,649,146 |