| Total AUM | $17.70B |
| Discretionary | $16.88B95% of AUM |
| Non-Discretionary | $817.4M |
| Client Accounts | 42 |
| Avg Account Size | $421.5M |
| Employees | 42 |
| Peak AUM | $17.70BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $17.7B | +75.4% | +65.4% | +41.6% | |
| Discretionary AUM | |||||
| Total AUM | $17.70B |
| Discretionary | $16.88B |
| Employees | 42 |
| Client Accounts | 42 |
| Client Range | 0 |
Address
3333 WARRENVILLE ROAD
LISLE IL 60532
Phone
(630) 487-2530
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$16.9B
95.4% of AUM
Non-Discretionary
$817M
4.6% of AUM
Disc. mix ▼ 3.5pp vs 1 year ago
No related registrations reported
Total AUM
$17.7B
| $16.9B |
| +69.2% |
| +63.3% |
| +40.2% |
| Non-Disc. AUM | $817M | +627.9% | +187.4% | — |
| Total Accounts | 42 | +31.3% | +35.2% | +33.2% |
| Avg Account Size | $421M | +33.6% | +22.3% | +6.2% |
| Employees | 42 | +40.0% | +35.2% | +28.5% |
| AUM / Employee | $421M | +25.3% | +22.3% | +10.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $17.7B | +75.4% | +65.4% | +41.6% | |
Client Count Segments | |||||
| Pooled / Fund | 42 | +31.3% | +35.2% | +33.2% | |