| Total AUM | $16.16B |
| Discretionary | $15.87B98% of AUM |
| Non-Discretionary | $287.4M |
| Client Accounts | 2,978 |
| Avg Account Size | $5.4M |
| Employees | 84 |
| Peak AUM | $16.16BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.2B | +5.6% | +1.7% | +14.2% | |
| Discretionary AUM | |||||
| Total AUM | $16.16B |
| Discretionary | $15.87B |
| Employees | 84 |
| Client Accounts | 2978 |
| Client Range | 101-250 |
Address
231 S. LASALLE STREET
CHICAGO IL 60604
Phone
312-431-1700
Filing History
111 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$15.9B
98.2% of AUM
Non-Discretionary
$287M
1.8% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
| +11.6% /yrover 25 yrs · 111 filings |
Total AUM
$16.2B
| $15.9B |
| +5.9% |
| +1.8% |
| +14.1% |
| Non-Disc. AUM | $287M | 9.1% | 4.3% | +18.3% |
| Total Accounts | 3k | 21.0% | 13.0% | 2.9% |
| Avg Account Size | $5M | +33.7% | +16.8% | +17.6% |
| Employees | 84 | 2.3% | 3.0% | +3.0% |
| AUM / Employee | $192M | +8.1% | +4.8% | +10.9% |
Client AUM Segments | |||||
| Wealth AUM | $2.8B | 6.5% | +6.3% | +17.0% | |
| Institutional AUM | $6.7B | +6.5% | +1.4% | +3.9% | |
| Fund / Pooled AUM | $4.5B | +17.4% | 1.0% | +90.4% | |
| Other AUM | $2.1B | 0.9% | +2.8% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 687 | 30.2% | 29.1% | 1.8% | |
| Institutional | 256 | 1.9% | 7.2% | 2.2% | |
| Pooled / Fund | 7 | 12.5% | 24.1% | +12.5% | |
| Individuals | 150 | 26.5% | 14.4% | +5.6% | |