Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/23/2025 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 338,619,081 8% |
| of that, discretionary | 338,619,081 8% |
| Number of Employees | 13 18% |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 338,619,081 8% |
| Avg Account Size | 112,873,027 -28% |
| SMA’s | No |
| Private Funds | 3 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
339M
290M
242M
193M
145M
97M
48M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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