Adviser Profile

As of Date 04/02/2025
Registration status Terminated
ADV Location OAK BROOK, IL, United States
Contact Info 630 xxxxxxx
AUM* 1,336,883,000 -9%
of that, discretionary 1,336,883,000 -9%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 190,983,286 -9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 842M 632M 421M 211M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary