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Building 2FRONTENAC

Map pinCHICAGO, IL
Phone312-759-7345
NotebookSEC #801-73503
Total AUM
$2B
Employees
28
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 NORTH WACKER DR
SUITE 1150
CHICAGO
IL 60606
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
312-759-7345

ReceiptFinancials

Total AUM
$2B
Accounts
10
Discretionary
$2B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$2B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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