| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 08/10/2017 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 865,643,706 58% |
| of that, discretionary | 865,643,706 58% |
| Number of Employees | 15 25% |
| of those in investment advisory functions | 13 63% |
| Private Fund GAV* | 0 |
| Avg Account Size | 288,547,902 -47% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds