| Total AUM | $569.4M |
| Discretionary | $157.5M28% of AUM |
| Non-Discretionary | $412.0M |
| Client Accounts | 20 |
| Avg Account Size | $28.5M |
| Employees | 2 |
| Peak AUM | $569.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $569M | +83.3% | +32.9% | +21.2% | |
| Discretionary AUM | |||||
| Total AUM | $569.4M |
| Discretionary | $157.5M |
| Employees | 2 |
| Client Accounts | 20 |
| Client Range | 1-10 |
Address
15 W HUBBARD ST
CHICAGO IL 60654
Phone
312-283-3697
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$157M
27.7% of AUM
Non-Discretionary
$412M
72.3% of AUM
Disc. mix ▲ 21.3pp vs 1 year ago
No related registrations reported
Total AUM
$569M
| $157M |
| +693.9% |
| +37.2% |
| +13.6% |
| Non-Disc. AUM | $412M | +41.6% | +31.4% | +25.0% |
| Total Accounts | 20 | +100.0% | +18.6% | +9.0% |
| Avg Account Size | $28M | 8.4% | +12.1% | +11.2% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $285M | +83.3% | +32.9% | +21.2% |
Client AUM Segments | |||||
| Wealth AUM | $460M | +142.6% | +60.8% | +31.5% | |
| Institutional AUM | $110M | 9.6% | 6.0% | +1.6% | |
Client Count Segments | |||||
| Individuals | 8 | +14.3% | +17.0% | +9.9% | |