| Total AUM | $992.5M |
| Discretionary | $992.5M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $165.4M |
| Employees | 15 |
| Peak AUM | $5.35BMar 2021 |
| AUM CAGR | +11.6% /yrover 16 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $993M | +148.8% | 19.6% | 28.6% | |
| Discretionary AUM | |||||
| Total AUM | $992.5M |
| Discretionary | $992.5M |
| Employees | 15 |
| Client Accounts | 6 |
| Client Range | 0 |
Address
401 NORTH MICHIGAN AVENUE
CHICAGO IL 60611
Phone
312-546-4260
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$993M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$993M
| $993M |
| +148.8% |
| 19.6% |
| 28.6% |
| Total Accounts | 6 | 14.3% | 29.3% | 22.2% |
| Avg Account Size | $165M | +190.3% | +13.7% | 8.3% |
| Employees | 15 | 21.1% | 16.7% | 15.6% |
| AUM / Employee | $66M | +215.2% | 3.4% | 15.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $383M | 4.1% | 36.4% | 39.6% | |
| Other AUM | $610M | — | — | +74.6% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 28.6% | 27.3% | 18.6% | |