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Building 2INVESTBEV

Map pinCHICAGO, IL
Phone312-617-9057
NotebookSEC #801-130576
Total AUM
$290.9M
Employees
10
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 N. LASALLE STREET
SUITE 1950
CHICAGO
IL 60601
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
312-617-9057

ReceiptFinancials

Total AUM
$290.9M
Accounts
7
Discretionary
$290.9M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$185.7M
Corporation or Business Clients
1
AUM
$105.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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