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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/27/2014
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 3,750,210,207 85%
of that, discretionary 1,487,159,273 129%
Number of Employees 11 10%
of those in investment advisory functions 8 33%
Private Fund GAV* 0
Avg Account Size 31,781,442 60%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 970M 647M 323M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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