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Adviser Profile

As of Date 08/13/2026
Registration SEC, Approved, 07/30/2025
Other registrations (1)
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 378,253,638
of that, discretionary 378,253,638
Number of Employees 7
of those in investment advisory functions 6
Private Fund GAV* 378,253,638
Avg Account Size 378,253,638
SMA’s No
Private Funds 1

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

378M 324M 270M 216M 162M 108M 54M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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