| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 04/08/2025 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 146,200,000 7% |
| of that, discretionary | 121,100,000 -5% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 2,907,500 |
| Avg Account Size | 281,696 -62% |
| % High Net Worth | 17.07% 8% |
| SMA’s | No |
| Private Funds | 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| Count | GAV | |
|---|---|---|
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