Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 06/04/2014
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 176,989,567 169%
of that, discretionary 176,989,567 169%
Number of Employees 11 -27%
of those in investment advisory functions 8 14%
Private Fund GAV* 0
Avg Account Size 88,494,784 169%
% High Net Worth 50.00%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

177M 152M 126M 101M 76M 51M 25M
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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Brochure Summary