Adviser Profile

As of Date 09/04/2025
Registration status Terminated
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 2,933,444,079 -52%
of that, discretionary 2,933,444,079 -52%
Number of Employees 44 -10%
of those in investment advisory functions 21 -16%
Private Fund GAV* 0 -100%
Avg Account Size 733,361,020 -52%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

6B 5B 4B 4B 3B 2B 899M
2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Top Holdings

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Brochure Summary