Everlake Distributors, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Northbrook, Illinois
CRD number
100460
Registered since
February 16, 2000

Firm profile

FINTRX

Overview

Everlake Distributors, LLC is organized as a limited liability company and is classified in FINTRX as a fund distributor rather than an asset manager or capital allocator. The firm has been registered with the SEC since 2000. Ownership is recorded as a combination of a domestic entity and individual ownership. The dataset flags several operational limits: Everlake is not identified as a capital allocator, it is not an active ESG investor, and it is not listed as a multi-state adviser. Those attributes align with its classification as a distributor—its role is oriented toward distributing fund products rather than providing discretionary portfolio management or advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Patrick Jeneske

    Chief Compliance OfficerCRD 4293015

  • Rebecca Kennedy

    Rebecca Kennedy

    SVP, COOCRD 7364296

  • Therese Kirchhoff

    Chief Compliance OfficerCRD 4548686

Contacts

3 of 21
  • Thomas Williams

    Thomas Williams

    Registered RepresentativeCRD 7085922

  • Thanh Vu

    CRD 6417912

  • Andrea Penha

    Andrea Penha

    BrokerCRD 1628805

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northbrook, IL

Cook

Location

Northbrook, IL

Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
3100 Sanders Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth