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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/17/2003
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 4,118,720,575 25%
of that, discretionary 4,118,720,575 25%
Number of Employees 5 -17%
of those in investment advisory functions -100%
Private Fund GAV* 0
Avg Account Size 1,372,906,858 25%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

16B 14B 12B 9B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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