| Total AUM | $805.9M |
| Discretionary | $799.9M99% of AUM |
| Non-Discretionary | $6.0M |
| Client Accounts | 22 |
| Avg Account Size | $36.6M |
| Employees | 10 |
| Peak AUM | $862.5MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $806M | 6.6% | 0.9% | 0.4% | |
| Discretionary AUM | |||||
| Total AUM | $805.9M |
| Discretionary | $799.9M |
| Employees | 10 |
| Client Accounts | 22 |
Address
716 OAK STREET
WINNETKA IL 60093
Phone
847-418-8305
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$800M
99.3% of AUM
Non-Discretionary
$6M
0.7% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Custody
No related registrations reported
| +21.0% /yrover 14 yrs · 26 filings |
Total AUM
$806M
| $800M |
| 5.8% |
| 0.4% |
| 0.6% |
| Non-Disc. AUM | $6M | 55.2% | 31.4% | — |
| Total Accounts | 22 | 0.0% | 0.0% | +6.6% |
| Avg Account Size | $37M | 6.6% | 0.9% | 6.6% |
| Employees | 10 | 0.0% | +7.7% | +14.9% |
| AUM / Employee | $81M | 6.6% | 8.0% | 13.3% |
Client AUM Segments | |||||
| Institutional AUM | $81M | 18.2% | 17.6% | +114.8% | |
| Fund / Pooled AUM | $725M | 5.1% | +2.0% | 2.5% | |
Client Count Segments | |||||
| Institutional | 4 | 0.0% | 0.0% | +5.9% | |
| Pooled / Fund | 5 | 0.0% | 0.0% | 0.0% | |