| Total AUM | $5.06B |
| Discretionary | $5.06B100% of AUM |
| Non-Discretionary | $842K |
| Client Accounts | 110 |
| Avg Account Size | $46.0M |
| Employees | 31 |
| Peak AUM | $5.06BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +28.3% | +24.8% | +6.1% | |
| Discretionary AUM | |||||
| Total AUM | $5.06B |
| Discretionary | $5.06B |
| Employees | 31 |
| Client Accounts | 110 |
Address
3333 WARRENVILLE ROAD
LISLE IL 60532
Phone
630-577-2300
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.1B
100.0% of AUM
Non-Discretionary
$841,646
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
| +14.1% /yrover 25 yrs · 54 filings |
Total AUM
$5.1B
| $5.1B |
| +28.3% |
| +24.8% |
| +6.1% |
| Non-Disc. AUM | $841,646 | +28.6% | +23.7% | 18.2% |
| Total Accounts | 110 | 0.0% | 3.9% | 1.9% |
| Avg Account Size | $46M | +28.3% | +29.9% | +8.1% |
| Employees | 31 | +3.3% | 1.1% | +1.3% |
| AUM / Employee | $163M | +24.2% | +26.1% | +4.7% |
Client AUM Segments | |||||
| Wealth AUM | $65M | +17.8% | 3.5% | 2.7% | |
| Institutional AUM | $1.7B | +29.1% | +5.0% | 1.1% | |
| Fund / Pooled AUM | $3.3B | +28.2% | +46.1% | +11.8% | |
| Other AUM | $1M | 43.1% | +15.6% | +9.0% | |
Client Count Segments | |||||
| HNW Clients | 30 | 6.3% | 4.1% | 1.9% | |
| Institutional | 19 | +11.8% | +5.9% | +4.8% | |
| Pooled / Fund | 7 | 0.0% | 8.0% | 2.6% | |
| Individuals | 36 | 0.0% | 5.7% | 3.9% | |