| Total AUM | $11.41B |
| Discretionary | $11.41B100% of AUM |
| Client Accounts | 27,393 |
| Avg Account Size | $416K |
| Employees | 12 |
| Peak AUM | $11.41BMar 2026 |
Total AUM
$11.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.4B | +0.5% | — | — | |
| Discretionary AUM | $11.4B | ||||
| Total AUM | $11.41B |
| Discretionary | $11.41B |
| Employees | 12 |
| Client Accounts | 27393 |
| Client Range | 0 |
Address
222 N. LASALLE ST., SUITE 625
CHICAGO IL 60601
Phone
312-827-2800
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 27k | +63.4% | — | — |
| Avg Account Size | $416,425.49 | 38.5% | — | — |
| Employees | 12 | 14.3% | 8.9% | +3.7% |
| AUM / Employee | $951M | +17.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $10.5B | 0.7% | — | — | |
| Institutional AUM | $910M | +14.4% | — | — | |
| Other AUM | $10M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 25k | +77.3% | — | — | |
| Institutional | 770 | +93.5% | — | — | |
| Individuals | 2k | 24.8% | — | — | |