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Building 2E2P

Map pinCHICAGO, IL
Phone312-872-0034
NotebookSEC #801-119166
Total AUM
$1.9B
Employees
19
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
353 N. CLARK
SUITE 1850
CHICAGO
IL 60654
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
312-872-0034

ReceiptFinancials

Total AUM
$1.9B
Accounts
8
Discretionary
$1.9B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.9B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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