| Total AUM | $188.8M |
| Discretionary | $188.8M100% of AUM |
| Client Accounts | 34 |
| Avg Account Size | $5.6M |
| Employees | 2 |
| Peak AUM | $188.8MMar 2026 |
| AUM CAGR | +11.0% /yrover 4 yrs · 9 filings |
Total AUM
$189M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $189M | +10.3% | +11.8% | +11.0% | |
| Discretionary AUM | $189M | ||||
| Total AUM | $188.8M |
| Discretionary | $188.8M |
| Employees | 2 |
| Client Accounts | 34 |
| Client Range | 0 |
Phone
312-771-6900
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$189M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +10.3% |
| +11.8% |
| +11.0% |
| Total Accounts | 34 | +9.7% | 29.8% | +4.1% |
| Avg Account Size | $6M | +0.6% | +59.2% | +6.7% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $94M | +10.3% | +11.8% | +11.0% |
Client AUM Segments | |||||
| Wealth AUM | $189M | +10.3% | +11.8% | +11.0% | |
Client Count Segments | |||||
| HNW Clients | 5 | +66.7% | +7.3% | +13.6% | |
| Individuals | 29 | +3.6% | +3.5% | +2.8% | |