Adviser Profile

As of Date 06/22/2024
Registration status Terminated
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 3,945,260 102%
of that, discretionary 3,945,260 102%
Number of Employees 13 -19%
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 3,945,260 102%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4M 3M 3M 2M 2M 1M 564K
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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