| Total AUM | $188.7M |
| Discretionary | $101.6M54% of AUM |
| Non-Discretionary | $87.1M |
| Client Accounts | 169 |
| Avg Account Size | $1.1M |
| Employees | 4 |
| Peak AUM | $188.7MJan 2026 |
| AUM CAGR | +20.0% /yrover 2 yrs · 6 filings |
Total AUM
$189M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $189M | +23.2% | +20.0% | — | |
| Discretionary AUM | $102M | ||||
| Total AUM | $188.7M |
| Discretionary | $101.6M |
| Employees | 4 |
| Client Accounts | 169 |
| Client Range | 101-250 |
Address
2 WESTBROOK CORPORATE CENTER
WESTCHESTER IL 60154
Phone
312-219-9000
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$102M
53.9% of AUM
Non-Discretionary
$87M
46.1% of AUM
Disc. mix ▲ 2.8pp vs 1 year ago
| +30.0% |
| +25.0% |
| — |
| Non-Disc. AUM | $87M | +16.1% | +15.0% | — |
| Total Accounts | 169 | +8.3% | +5.8% | — |
| Avg Account Size | $1M | +13.7% | +13.5% | — |
| Employees | 4 | +300.0% | +85.4% | — |
| AUM / Employee | $47M | 69.2% | 35.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $102M | +30.0% | +25.0% | — | |
| Institutional AUM | $87M | +16.1% | +15.0% | — | |
Client Count Segments | |||||
| HNW Clients | 119 | +8.2% | +5.7% | — | |
| Institutional | 28 | +7.7% | +3.4% | — | |
| Individuals | 22 | +10.0% | +9.4% | — | |