Adviser Profile

As of Date 08/26/2026
Registration SEC, Approved, 01/06/2026
Other registrations (1)
ADV Location OAK BROOK, IL, United States
Contact Info 630 xxxxxxx
AUM* 443,050,000
of that, discretionary 0
Number of Employees 48
of those in investment advisory functions 36
Private Fund GAV* 0
Avg Account Size 443,050,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees