| Total AUM | $576.2M |
| Discretionary | $576.2M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $288.1M |
| Employees | 12 |
| Peak AUM | $576.2MMar 2026 |
| AUM CAGR | +12.1% /yrover 9 yrs · 12 filings |
Total AUM
$576M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $576M | +20.1% | +15.1% | +15.8% | |
| Discretionary AUM | |||||
| Total AUM | $576.2M |
| Discretionary | $576.2M |
| Employees | 12 |
| Client Accounts | 2 |
Address
10 S. WACKER DR.
CHICAGO IL 60606
Phone
312-876-7267
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$576M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $576M |
| +20.1% |
| +15.1% |
| +15.8% |
| Total Accounts | 2 | 0.0% | +26.0% | +14.9% |
| Avg Account Size | $288M | +20.1% | 8.6% | +0.8% |
| Employees | 12 | 0.0% | +2.9% | +3.7% |
| AUM / Employee | $48M | +20.1% | +11.8% | +11.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $576M | +20.1% | +15.1% | +15.8% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | +26.0% | +14.9% | |