| Total AUM | $326.2M |
| Discretionary | $326.2M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $163.1M |
| Employees | 2 |
| Peak AUM | $16.57BFeb 2019 |
| AUM CAGR | +5.6% /yrover 25 yrs · 90 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | 93.6% | 50.5% | 46.9% | |
| Discretionary AUM | $326M | ||||
| Total AUM | $326.2M |
| Discretionary | $326.2M |
| Employees | 2 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
110 NORTH WACKER DRIVE
CHICAGO IL 60606
Phone
312-327-0430
Filing History
90 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$326M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$326M
| 93.6% |
| 50.5% |
| 46.9% |
| Total Accounts | 2 | 33.3% | 27.0% | 32.7% |
| Avg Account Size | $163M | 90.4% | 32.2% | 21.1% |
| Employees | 2 | 33.3% | 13.0% | 13.2% |
| AUM / Employee | $163M | 90.4% | 43.1% | 38.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $326M | 93.6% | 50.5% | 46.9% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 33.3% | 27.0% | 32.7% | |