| Total AUM | $203.4M |
| Discretionary | $203.4M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $29.1M |
| Employees | 11 |
| Peak AUM | $203.4MMar 2026 |
| AUM CAGR | +36.5% /yrover 2 yrs · 5 filings |
Total AUM
$203M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | +35.9% | +36.5% | — | — |
| Discretionary AUM | $203M | +35.9% | |||
| Total AUM | $203.4M |
| Discretionary | $203.4M |
| Employees | 11 |
| Client Accounts | 7 |
Address
425 SOUTH FINANCIAL PLACE, SUITE 2800
CHICAGO IL 60605
Phone
312-663-7111
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$203M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +36.5% |
| — |
— |
| Total Accounts | 7 | +40.0% | +18.3% | — | — |
| Avg Account Size | $29M | 2.9% | +15.3% | — | — |
| Employees | 11 | +37.5% | +17.3% | — | — |
| AUM / Employee | $18M | 1.2% | +16.4% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $203M | +35.9% | +36.5% | — | — |
Client Count Segments | |||||
| Pooled / Fund | 7 | +40.0% | +18.3% | — | — |