A1 MANAGEMENT CO. LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
326677
Registered since
May 1, 2023

Firm profile

FINTRX

Overview

A1 Management Co LLC is organized as a limited liability company that registered with the SEC in 2023. The firm functions primarily as a sponsor and general partner/managing member of pooled investment vehicles. Publicly reported firm attributes indicate it is not positioned as a capital allocator or a multi-state advisory platform, and it does not self-identify as an active ESG investor or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Lee Miller

    Chief Compliance OfficerCRD 7732926

Contacts

3 of 3
  • RACHEL KERN

    Investment Banking RepresentativeCRD 6116484

  • JONATHAN PHILLIPS

    Managing DirectorCRD 4169636

  • Eric Langshur

    Managing DirectorCRD 7732921

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
515 N State St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth