Adviser Profile

As of Date 05/09/2025
Registration status Registration Changed to OUTLOOK CAPITAL MANAGEMENT, LLC
ADV Location ARLINGTON HEIGHTS, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 101,389,198 5%
of that, discretionary 101,389,198 5%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,221,557 11%
% High Net Worth 63.86% 2%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees