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Building 2CONVEXITAS

Map pinCHICAGO, IL
Phone312-210-9650
NotebookSEC #801-132451
Total AUM
$151.3M
Employees
4
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 W LAKE STREET
17TH FLOOR
CHICAGO
IL 60606
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
312-210-9650
Other Offices
1

ReceiptFinancials

Total AUM
$151.3M
Accounts
11
Discretionary
$151.3M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$3.7M
Investment Advisor Clients
10
AUM
$147.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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