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Building 2VERSATILE CAPITAL MANAGEMENT L.L.C.

Map pinCHICAGO, IL
Phone312-981-9848
NotebookSEC #801-134663
Total AUM
$130.1M
Employees
3
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 SOUTH DEARBORN
SUITE 1000
CHICAGO
IL 60603
United States
Operating Hours
8AM-5PM
APPOINTMENT ONLY
Phone
312-981-9848

ReceiptFinancials

Total AUM
$130.1M
Accounts
88
Discretionary
$127.6M
Accounts
85
Non-Discretionary
$2.5M
Accounts
3

ContactClients

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Individual Clients
10
AUM
$3.7M
HNW Individual Clients
30
AUM
$122M
Charitable Organization Clients
5
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SOLICITOR
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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