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Building 2SFERMION

Map pinCHICAGO, IL
Phone408-891-7991
NotebookSEC #801-132954
Total AUM
$91.6M
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 EAST ERIE STREET
SUITE 525-4874
CHICAGO
IL 60611
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
408-891-7991

ReceiptFinancials

Total AUM
$91.6M
Accounts
3
Discretionary
$91.6M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$91.6M

Briefcase businessServices

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Services Offered
Pooled 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 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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