| Total AUM | $139.5M |
| Discretionary | $139.5M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $27.9M |
| Employees | 90 |
| Peak AUM | $1.13BMar 2018 |
| AUM CAGR | +16.3% /yrover 11 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | 81.5% | 43.7% | 14.5% | |
| Discretionary AUM | $140M | ||||
| Total AUM | $139.5M |
| Discretionary | $139.5M |
| Employees | 90 |
| Client Accounts | 5 |
Address
110 N. WACKER DRIVE
CHICAGO IL 60606
Phone
312-768-1650
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$140M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$140M
| 81.5% |
| 43.7% |
| 14.5% |
| Total Accounts | 5 | 16.7% | 10.6% | 3.6% |
| Avg Account Size | $28M | 77.8% | 37.0% | 11.3% |
| Employees | 90 | 4.3% | +0.8% | +6.7% |
| AUM / Employee | $2M | 80.6% | 44.1% | 19.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $140M | 81.5% | 43.7% | 14.5% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 16.7% | 10.6% | 3.6% | |