Taiko

RIASEC RegisteredEst. 2017
Total AUM
$5.1B
Discretionary
$1.8B
35% of AUM
Avg account
$424M
Accounts
12
Employees
2
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
287792
Registered since
June 29, 2017
Website
www.taikoadvisor.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Taiko is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Registered in 2017, the firm is individually owned and positions itself as a capital allocator for institutional clients. Its advisory work covers portfolio management for both individuals/small businesses and for businesses or institutional clients, and it also performs selection of other advisers. Taiko charges fees as a percentage of assets under management and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 23%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%
  • US Government Bonds3%

Contacts

2 of 2
  • Phillip Kosmala

    Phillip Kosmala

    Managing PartnerCRD 5164417

  • Joseph Taiber

    Joseph Taiber

    Managing PartnerCRD 3141513

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 299

Active vs passive

$1.2B in ETFs

Passive

48%

$589M

Active

37%

$646M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$116M168,4159.37%
Unlock additional holdings →

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
225 W Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth