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Building 2LOGAN STONE

Map pinCHICAGO, IL
Phone312-858-1670
NotebookSEC #801-120099
Total AUM
$664.3M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 S WACKER DRIVE
SUITE 2650
CHICAGO
IL 60606
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
312-858-1670
Other Offices
1

ReceiptFinancials

Total AUM
$664.3M
Accounts
13
Discretionary
$664.3M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
7
AUM
$8.7M
Pooled Vehicle Clients
6
AUM
$655.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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