| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 04/23/2025 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 304,725,000 69% |
| of that, discretionary | 304,725,000 69% |
| Number of Employees | 10 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 304,725,000 69% |
| Avg Account Size | 101,575,000 13% |
| SMA’s | No |
| Private Funds | 3 |
- 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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