| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/09/2017 |
| ADV Location | EVANSTON, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 1,921,501,420 819% |
| of that, discretionary | 1,921,501,420 819% |
| Private Fund GAV* | 0 |
| Avg Account Size | 384,300,284 452% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 167 14%
of those in investment advisory functions 26 13%
- Investment companies
- Other investment advisers
- Sovereign wealth funds and foreign official institutions
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds