| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/26/1997 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 7,800,735,582 33% |
| of that, discretionary | 7,800,735,582 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 26,899,088 29% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 245 6%
of those in investment advisory functions 8 -20%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds