Adviser Profile
| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 04/29/2026 |
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| Former registrations | |
| ADV Location | GLEN ELLYN, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 121,931,019 |
| of that, discretionary | 84,093,340 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 12,171,864 |
| Avg Account Size | 1,042,145 |
| % High Net Worth | 85.00% |
| SMA’s | No |
| Private Funds | 7 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
84M
72M
60M
48M
36M
24M
12M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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