Adviser Profile

As of Date 03/27/2024
Registration SEC, Approved, 08/09/2010
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 169,354,826 56%
of that, discretionary 169,354,826 56%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 56,451,609 264%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

199M 171M 142M 114M 85M 57M 28M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary