303 Alternatives, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
166675
Registered since
May 9, 2014

Firm profile

FINTRX

Overview

303 Alternatives, LLC is a limited liability company that functions as a placement agent. The firm’s registration record identifies it as an intermediary rather than a capital allocator, which indicates its primary role is arranging or facilitating private capital raises rather than managing proprietary investment pools. Ownership is listed as a mix of a domestic entity and an individual. Available records indicate the organization is not positioned as an ESG investor, is not a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser to another registered advisory firm. Publicly available disclosures about the firm are sparse. 303 Alternatives, LLC has not supplied details on its client base, fee schedules, business or advisory activities, or affiliations; internal records note a single office location but do not provide an address or operational footprint beyond that.

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

2 of 2
  • James Urbanowski

    Chief Financial OfficerCRD 1963215

  • Michael Savini

    Michael Savini

    CEO & Managing PrincipalCRD 5117892

Contacts

2 of 2
  • Stanley Thompson

    Managing PrincipalCRD 2455853

  • James Mohen

    OwnerCRD 1631188

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
401 W Superior St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth