Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 11/17/1989
ADV Location NORTHFIELD, IL, United States
Contact Info 847 xxxxxxx
AUM* 328,498,193 16%
of that, discretionary 301,602,736 33%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,661,712 16%
% High Net Worth 91.18% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

302M 259M 215M 172M 129M 86M 43M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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