| Total AUM | $2.50B |
| Discretionary | $2.43B97% of AUM |
| Non-Discretionary | $77.1M |
| Client Accounts | 2,643 |
| Avg Account Size | $947K |
| Employees | 26 |
| Peak AUM | $2.50BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +9.7% | +12.1% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $2.50B |
| Discretionary | $2.43B |
| Employees | 26 |
| Client Accounts | 2643 |
| Client Range | 51-100 |
Address
20 N. WACKER DRIVE
CHICAGO IL 60606-2902
Phone
312-580-0900
Filing History
93 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.4B
96.9% of AUM
Non-Discretionary
$77M
3.1% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Custody
| +14.9% /yrover 23 yrs · 93 filings |
Total AUM
$2.5B
| $2.4B |
| +11.8% |
| +13.0% |
| +8.7% |
| Non-Disc. AUM | $77M | 30.5% | 6.4% | +2.6% |
| Total Accounts | 3k | +4.4% | +3.7% | +5.2% |
| Avg Account Size | $946,807.426 | +5.1% | +8.1% | +3.1% |
| Employees | 26 | 10.3% | 2.4% | 1.4% |
| AUM / Employee | $96M | +22.4% | +14.8% | +10.1% |
Client AUM Segments | |||||
| Wealth AUM | $2.0B | +9.9% | +14.2% | +9.7% | |
| Institutional AUM | $150M | +57.2% | +20.5% | +12.7% | |
| Fund / Pooled AUM | $398M | 2.4% | +1.8% | +2.5% | |
Client Count Segments | |||||
| HNW Clients | 2k | +1.4% | +1.2% | +4.2% | |
| Institutional | 102 | +30.8% | +5.7% | +11.8% | |
| Pooled / Fund | 5 | 0.0% | +7.5% | +4.5% | |
| Individuals | 513 | +9.4% | +13.9% | +8.5% | |