| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 05/20/2026 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 575,767,663 |
| of that, discretionary | 575,767,663 |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 552,107,982 |
| Avg Account Size | 35,985,479 |
| % High Net Worth | 70.00% |
| SMA’s | No |
| Private Funds | 2 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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