| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 09/13/2024 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 404,708,163 175% |
| of that, discretionary | 404,708,163 175% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 8 100% |
| Private Fund GAV* | 68,928,779 766% |
| Avg Account Size | 660,209 -9% |
| % High Net Worth | 66.67% 51% |
| SMA’s | No |
| Private Funds | 7 5 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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