| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/11/2025 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 4,424,591,000 |
| of that, discretionary | 4,424,591,000 100% |
| Number of Employees | 130 8% |
| of those in investment advisory functions | 130 18% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,212,295,500 |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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