| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/26/2024 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 598,561,502 20% |
| of that, discretionary | 598,561,502 20% |
| Number of Employees | 10 25% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 598,561,502 17% |
| Avg Account Size | 54,414,682 -35% |
| SMA’s | No |
| Private Funds | 12 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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