Adviser Profile
| As of Date | 06/14/2024 |
| Registration status | Registration Changed to CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC |
| ADV Location | LISLE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 110,237,992 32% |
| of that, discretionary | 106,148,992 27% |
| Number of Employees | 17 |
| of those in investment advisory functions | 15 |
| Private Fund GAV* | 0 |
| Avg Account Size | 208,389 29% |
| % High Net Worth | 31.76% 37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds