| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/02/2025 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 334,615,050 |
| of that, discretionary | 334,615,050 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 334,615,050 |
| Avg Account Size | 334,615,050 |
| % High Net Worth | 9.52% -5% |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |