Adviser Profile

As of Date 01/05/2025
Registration status Terminated
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 9,607,440,082 24%
of that, discretionary 9,607,440,082 24%
Number of Employees 67 52%
of those in investment advisory functions 40 33%
Private Fund GAV* 0
Avg Account Size 565,143,534 -34%
SMA’s No
Private Funds 0 15

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

10B 8B 7B 5B 4B 3B 1B
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary