Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/09/2024 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 290,882,341 52% |
| of that, discretionary | 290,882,341 52% |
| Number of Employees | 10 -17% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 185,717,442 -3% |
| Avg Account Size | 41,554,620 30% |
| SMA’s | No |
| Private Funds | 6 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
291M
249M
208M
166M
125M
83M
42M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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