{{ Info.Overview }}

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 04/20/2010
ADV Location CHICAGO, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 1,759,962,977 -8%
of that, discretionary 1,759,962,977 -8%
Number of Employees 47 -6%
of those in investment advisory functions 23
Private Fund GAV* 0
Avg Account Size 135,381,767 -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser to a company which has elected to be a business development company

Client Types

- Investment companies
- Business development companies
- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 1B 1B 715M 357M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary