| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/17/2023 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 6,171,217,000 |
| of that, discretionary | 6,171,217,000 |
| Number of Employees | 466 6% |
| of those in investment advisory functions | 240 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,057,072,333 |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds