FORT SHERIDAN ADVISORS LLC
Firm details
- Headquarters
- HIGHLAND PARK, Illinois
- CRD number
- 151139
- Registered since
- September 9, 2009
- Website
- www.fortllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
- Client types
- HNWI84.4%
- Individuals8.57%
- Pension & Profit Sharing Plans4.36%
- Corporations / Businesses2%
- Charitable Organizations0.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Fort Sheridan Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating since 2009. The firm is classified as a hedge fund but serves individual and family clients, offering portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. Its fee arrangements include asset-based fees, fixed fees, commissions and performance-based fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents15%
- Derivatives12%
- US Government Bonds4%
Contacts
3 of 9Peter Karmin
Managing MemberCRD 2105053
Thomas Weil
Managing DirectorCRD 4121774
RICHARD PRESTON
Investment Adviser RepresentativeCRD 2771192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$120M in ETFs
86%
$104M
6%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $18.7M | 31,239 | 15.54% |
Location
HIGHLAND PARK, IL
LAKE
Location
HIGHLAND PARK, IL
Headquartered in HIGHLAND PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 600 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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