Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/18/2025 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 151,296,196 -8% |
| of that, discretionary | 151,296,196 -8% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,754,200 -33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
164M
140M
117M
94M
70M
47M
23M
2025
2026
Private Funds
No private funds