| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | (77 xxxxxxx |
| Websites |
| AUM* | 162,721,000 70% |
| of that, discretionary | 162,721,000 70% |
| Number of Employees | 21 40% |
| of those in investment advisory functions | 11 120% |
| Private Fund GAV* | 162,721,000 3% |
| Avg Account Size | 32,544,200 70% |
| SMA’s | No |
| Private Funds | 5 |
- 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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