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Adviser Profile
| As of Date | 01/31/2026 |
| Registration status | Registration Changed to EXI INVESTMENT MANAGEMENT LLC |
| ADV Location | LAKE FOREST, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 26,700,000 |
| of that, discretionary | 26,700,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 8,900,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
1
1
1
1