| As of Date | 11/15/2025 |
| Registration status | Terminated |
| ADV Location | LAKE FOREST, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 146,779,382 -18% |
| of that, discretionary | 146,779,382 -18% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 73,389,691 -18% |
| SMA’s | No |
| Private Funds | 0 2 |
Number of Employees 5
of those in investment advisory functions 2 -60%
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees