Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 06/19/2012
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 619,456,034 -5%
of that, discretionary 619,456,034 -5%
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 24,778,241 -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Insurance companies

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

661M 567M 472M 378M 283M 189M 94M
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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