Adviser Profile
| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 10/01/2026 |
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| Former registrations | |
| ADV Location | NORTHBROOK, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 313,086,836 |
| of that, discretionary | 0 |
| Number of Employees | 160 |
| of those in investment advisory functions | 44 |
| Private Fund GAV* | 0 |
| Avg Account Size | 104,362,279 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Other
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds