| As of Date | 05/14/2025 |
| Registration | SEC, Approved, 11/17/2003 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 3,723,432,251 13% |
| of that, discretionary | 3,723,432,251 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,241,144,084 13% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 5 -17%
of those in investment advisory functions -100%
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds