| Total AUM | $224.7M |
| Discretionary | $164.9M73% of AUM |
| Non-Discretionary | $59.8M |
| Client Accounts | 49 |
| Avg Account Size | $4.6M |
| Employees | 4 |
| Peak AUM | $316.2MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $225M | 28.9% | +20.1% | +30.5% | |
| Discretionary AUM | |||||
| Total AUM | $224.7M |
| Discretionary | $164.9M |
| Employees | 4 |
| Client Accounts | 49 |
Address
455 N CITYFRONT PLAZA
CHICAGO IL 60611
Phone
8723261723
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$165M
73.4% of AUM
Non-Discretionary
$60M
26.6% of AUM
Disc. mix ▼ 10.2pp vs 1 year ago
| +30.5% /yrover 5 yrs · 16 filings |
Total AUM
$225M
| $165M |
| 37.6% |
| +19.8% |
| +22.7% |
| Non-Disc. AUM | $60M | +15.4% | +21.0% | — |
| Total Accounts | 49 | 12.5% | +15.3% | +47.6% |
| Avg Account Size | $5M | 18.8% | +4.2% | 11.6% |
| Employees | 4 | 60.0% | 7.2% | 4.4% |
| AUM / Employee | $56M | +77.7% | +29.4% | +36.5% |
Client AUM Segments | |||||
| Wealth AUM | $96M | 25.9% | 8.0% | +11.2% | |
| Institutional AUM | $17M | 85.9% | — | — | |
| Other AUM | $112M | — | — | — | — |
Client Count Segments | |||||
| Individuals | 14 | 17.6% | 20.6% | +22.9% | |