Adviser Profile
| As of Date | 04/30/2025 |
| Registration status | Registration Changed to CLEMENT STREET CAPITAL LLC |
| ADV Location | DOWNERS GROVE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 129,334,228 |
| of that, discretionary | 129,334,228 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 643,454 |
| % High Net Worth | 94.64% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds