| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 01/05/2011 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 360,901,576 -21% |
| of that, discretionary | 360,901,576 100% |
| Number of Employees | 12 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 180,450,788 -61% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds