Company Profile

As of Date 02/05/2026
ADV Location United States, IL
Adviser Type - Large advisory firm
Number of Employees 8 -11%
of those in investment advisory functions 6
AUM* 284,961,364 -4%
of that, discretionary 77,201,842 -8%
Private Fund GAV* 66,953,201 -18%
Avg Account Size 1,965,251 305%
High Net Worth 20.00% 85%
SMA’s Yes
Private Funds 2 1
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- 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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

324M 277M 231M 185M 139M 92M 46M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$66,953,201

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