| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 06/09/2006 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| AUM* | 464,414,004 6% |
| of that, discretionary | 464,414,004 6% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,762,528 -10% |
| % High Net Worth | 93.75% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds