| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 01/16/2020 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 1,419,410,000 485% |
| of that, discretionary | 1,419,410,000 485% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 52,570,741 268% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds