| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 07/09/2026 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 219,649,179 |
| of that, discretionary | 219,649,179 |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 219,649,180 |
| Avg Account Size | 54,912,295 |
| SMA’s | No |
| Private Funds | 6 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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