| 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 |
- Pension consulting services
No private funds