The Future Fund LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 313973
- Registered since
- June 14, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
The Future Fund LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2021. The firm serves an institutional client base and provides portfolio management services for individuals/small businesses as well as for investment companies. Its fees combine a percentage of assets under management with performance-based compensation. The adviser reports domestic individual ownership, does not identify as an active ESG investor, and is not designated as a multi-state or pension consultant adviser. The firm's stated activities focus on discretionary portfolio management rather than acting as a capital allocator or a related adviser. The use of performance fees alongside private placement activity suggests a willingness to pursue bespoke or less liquid strategies for clients that accept such structures.
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
Contacts
2 of 2
David Kalis
Partner, Portfolio ManagerCRD 2149956

Gary Black
Managing PartnerCRD 1709937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 330 N Wabash Ave
- Time zone
- CT (UTC-6)
- Office locations
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