| Total AUM | $297.6M |
| Discretionary | $297.6M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $24.8M |
| Employees | 22 |
| Peak AUM | $677.7MMar 2023 |
| AUM CAGR | +8.0% /yrover 11 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $298M | 22.3% | 24.0% | 10.3% | |
| Discretionary AUM | |||||
| Total AUM | $297.6M |
| Discretionary | $297.6M |
| Employees | 22 |
| Client Accounts | 12 |
Address
939 WEST FULTON MARKET
CHICAGO IL 60607
Phone
312-466-4100
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$298M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$298M
| $298M |
| 22.3% |
| 24.0% |
| 10.3% |
| Total Accounts | 12 | 0.0% | 0.0% | +19.1% |
| Avg Account Size | $25M | 22.3% | 24.0% | 24.7% |
| Employees | 22 | 33.3% | 17.4% | 4.0% |
| AUM / Employee | $14M | +16.6% | 8.0% | 6.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $298M | 22.3% | 24.0% | 10.3% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | 0.0% | +19.1% | |