| As of Date | 03/27/2026 |
| ADV Location | CHICAGO, IL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 101 189% |
| of those in investment advisory functions | 21 40% |
| Registration | SEC, Approved, 10/09/2012 |
| AUM* | 6,705,330,000 113% |
| of that, discretionary | 6,705,330,000 113% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,235,110,000 42% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (31 xxxxxxx |
| Websites |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds