DBA: PPC
| Total AUM | $7.21B |
| Discretionary | $7.21B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $800.9M |
| Employees | 50 |
| Peak AUM | $7.22BMar 2025 |
| AUM CAGR | +21.0% /yrover 8 yrs · 12 filings |
Total AUM
$7.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.2B | 0.2% | +20.9% | +19.7% | |
| Discretionary AUM | |||||
| Total AUM | $7.21B |
| Discretionary | $7.21B |
| Employees | 50 |
| Client Accounts | 9 |
Address
110 N. WACKER DRIVE
CHICAGO IL 60606
Phone
312-447-6050
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $7.2B |
| 0.2% |
| +20.9% |
| +19.7% |
| Total Accounts | 9 | 0.0% | +14.5% | +8.4% |
| Avg Account Size | $801M | 0.2% | +5.6% | +10.4% |
| Employees | 50 | +2.0% | +3.6% | +4.6% |
| AUM / Employee | $144M | 2.2% | +16.7% | +14.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7.2B | 0.2% | +20.9% | +19.7% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | 0.0% | +14.5% | +8.4% | |