Adviser Profile

As of Date 08/10/2026
Registration SEC, Approved, 01/16/2014
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 49,741,610 -77%
of that, discretionary 23,840,752 -87%
Number of Employees 6 -14%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 24,870,805 -77%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

Reported AUM

189M 162M 135M 108M 81M 54M 27M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary