| Total AUM | $1.34B |
| Discretionary | $1.34B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $445.1M |
| Employees | 20 |
| Peak AUM | $1.40BMar 2022 |
| AUM CAGR | +12.6% /yrover 14 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | 0.5% | +4.8% | +10.9% | |
| Discretionary AUM | $1.3B | ||||
| Total AUM | $1.34B |
| Discretionary | $1.34B |
| Employees | 20 |
| Client Accounts | 3 |
Address
1603 ORRINGTON AVENUE
EVANSTON IL 60201
Phone
847-556-3460
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.3B
| 0.5% |
| +4.8% |
| +10.9% |
| Total Accounts | 3 | 0.0% | 0.0% | 5.6% |
| Avg Account Size | $445M | 0.5% | +4.8% | +17.5% |
| Employees | 20 | +5.3% | +12.6% | +9.0% |
| AUM / Employee | $67M | 5.4% | 7.0% | +1.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.3B | 0.5% | +4.8% | +10.9% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 5.6% | |