Adviser Profile

As of Date 03/21/2024
Registration status Terminated
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 256,898,885 -7%
of that, discretionary 256,898,885 -7%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 128,449,443 -7%
SMA’s No
Private Funds 0 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

320M 274M 228M 183M 137M 91M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary