| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/20/2025 |
| ADV Location | NORTHFIELD, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 126,287,008 0% |
| of that, discretionary | 126,287,008 0% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 126,722,521 |
| Avg Account Size | 63,143,504 0% |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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