| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/27/2025 |
| ADV Location | United States, IL |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| AUM* | 276,847,374 -26% |
| of that, discretionary | 77,201,842 -4% |
| Private Fund GAV* | 66,953,201 -18% |
| Avg Account Size | 1,883,315 306% |
| High Net Worth | 27.69% 168% |
| SMA’s | Yes |
| Private Funds | 2 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count2 | GAV$66,953,201 |