| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 10/09/2012 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 4,795,821,000 52% |
| of that, discretionary | 4,795,821,000 52% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,397,910,500 52% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 71 103%
of those in investment advisory functions 14 -7%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds