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Building 2THE COPIA GROUP

Map pinCHICAGO, IL
Phone312-564-8521
NotebookSEC #801-134866
Total AUM
$114.8M
Employees
7
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 W. JACKSON BLVD
SUITE 3540
CHICAGO
IL 60604
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
312-564-8521

ReceiptFinancials

Total AUM
$114.8M
Accounts
1
Discretionary
$114.8M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$114.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
LOAN ORIGINATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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