| Total AUM | $9.76B |
| Discretionary | $5.15B53% of AUM |
| Non-Discretionary | $4.61B |
| Client Accounts | 1,016 |
| Avg Account Size | $9.6M |
| Employees | 75 |
| Peak AUM | $9.76BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.8B | +12.4% | +17.5% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $9.76B |
| Discretionary | $5.15B |
| Employees | 75 |
| Client Accounts | 1016 |
| Client Range | 101-250 |
Address
225 W. WASHINGTON STREET
CHICAGO IL 60606
Phone
312-429-3000
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.2B
52.8% of AUM
Non-Discretionary
$4.6B
47.2% of AUM
Disc. mix ▲ 7.0pp vs 1 year ago
Custody
Total AUM
$9.8B
| $5.2B |
| +29.6% |
| +29.4% |
| +22.7% |
| Non-Disc. AUM | $4.6B | 2.1% | +8.2% | +2.0% |
| Total Accounts | 1k | +7.4% | +5.5% | +6.3% |
| Avg Account Size | $10M | +4.7% | +11.3% | +3.6% |
| Employees | 75 | 0.0% | +4.9% | +7.2% |
| AUM / Employee | $130M | +12.4% | +12.0% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $6.7B | +12.0% | +15.4% | +7.8% | |
| Institutional AUM | $1.6B | +6.8% | +23.5% | +20.0% | |
| Fund / Pooled AUM | $1.4B | +21.9% | +21.6% | +13.0% | |
Client Count Segments | |||||
| HNW Clients | 479 | +5.3% | +2.0% | +5.0% | |
| Institutional | 119 | +15.5% | +7.8% | +10.6% | |
| Pooled / Fund | 2 | +100.0% | +26.0% | +14.9% | |
| Individuals | 416 | +7.5% | +9.5% | +6.9% | |