| Total AUM | $5.03B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $5.03B |
| Client Accounts | 14 |
| Avg Account Size | $359.6M |
| Employees | 2 |
| Peak AUM | $5.03BApr 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | +19.0% | +16.5% | +3.9% | |
| Non-Disc. AUM | $5.0B | ||||
| Total AUM | $5.03B |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 14 |
| Client Range | 0 |
Phone
312-346-6822
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$5.0B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$5.0B
| +19.0% |
| +16.5% |
| +5.1% |
| Total Accounts | 14 | 0.0% | 0.0% | +6.8% |
| Avg Account Size | $360M | +19.0% | +16.5% | 2.8% |
| Employees | 2 | 0.0% | 0.0% | 7.7% |
| AUM / Employee | $2.5B | +19.0% | +16.5% | +12.5% |
Client AUM Segments | |||||
| Institutional AUM | $5.0B | +19.0% | +16.5% | +3.9% | |
Client Count Segments | |||||
| Institutional | 14 | 0.0% | 0.0% | +9.1% | |