Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/21/2026
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 60,956,884
of that, discretionary 60,956,884
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 19,626,632
Avg Account Size 20,318,961
SMA’s No
Private Funds 1

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

72M 62M 52M 41M 31M 21M 10M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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