| Total AUM | $275.2M |
| Discretionary | $182.2M66% of AUM |
| Non-Discretionary | $93.0M |
| Client Accounts | 23 |
| Avg Account Size | $12.0M |
| Employees | 6 |
| Peak AUM | $275.2MApr 2026 |
| AUM CAGR | +75.6% /yrover 2 yrs · 11 filings |
Total AUM
$275M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +154.8% | — | — | |
| Discretionary AUM | $182M | ||||
| Total AUM | $275.2M |
| Discretionary | $182.2M |
| Employees | 6 |
| Client Accounts | 23 |
| Client Range | 1-10 |
Address
401 WEST SUPERIOR STREET
CHICAGO IL 60654
Phone
312-605-8020
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$182M
66.2% of AUM
Non-Discretionary
$93M
33.8% of AUM
Disc. mix ▼ 33.8pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $93M | — | — | — |
| Total Accounts | 23 | +228.6% | — | — |
| Avg Account Size | $12M | 22.5% | — | — |
| Employees | 6 | +20.0% | +11.6% | — |
| AUM / Employee | $46M | +112.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $275M | +154.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 6 | — | — | — | — |
| Individuals | 17 | +142.9% | — | — | |