Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 563,831,727 -5% |
| of that, discretionary | 563,831,727 -5% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 563,831,727 -4% |
| Avg Account Size | 70,478,966 -5% |
| SMA’s | No |
| Private Funds | 10 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
585M
501M
418M
334M
251M
167M
84M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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