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Adviser Profile

As of Date 03/19/2024
Adviser Type - Large advisory firm
Number of Employees 21
of those in investment advisory functions 10
Registration Illinois, Terminated, 09/04/2003
Other registrations (1)
AUM* 5,585,261,000 3.89%
of that, discretionary 5,536,768,000 3.14%
Private Fund GAV* 1,143,500,000
Avg Account Size 32,099,201 18.82%
% High Net Worth 13.71% -12.69%
SMA’s Yes
Private Funds 2
Contact Info 804 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

7B 6B 5B 4B 3B 2B 940M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$1,143,500,000

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Brochure Summary