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Building 2AAM

Map pinCHICAGO, IL
Phone312-263-2900
NotebookSEC #801-60075
Total AUM
$27.5B
Employees
49
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 S. RIVERSIDE PLAZA
STE 700
CHICAGO
IL 60606-3798
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
312-263-2900
Other Offices
3

ReceiptFinancials

Total AUM
$27.5B
Accounts
846
Discretionary
$26.7B
Accounts
813
Non-Discretionary
$759.9M
Accounts
33

ContactClients

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HNW Individual Clients
2
AUM
$201.5M
Insurance Company Clients
120
AUM
$27.1B
Corporation or Business Clients
1
AUM
$171.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMN

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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