AEG CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
168097
Registered since
May 2, 2014

Firm profile

FINTRX

Overview

AEG Capital, LLC is an SEC-registered limited liability company that first registered as an investment adviser in 2014. Public profile information is sparse: the firm is listed as “unclassified” and its ownership is identified as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and indicates it is not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. Key operational details such as advisory services offered, fee schedules, and business activities are not disclosed in the available data. That absence of detail in filings and the unclassified status make it difficult to place the firm within a typical RIA operating model; it may operate with a limited or private client base, through nontraditional channels, or with minimal public reporting.

Assets & Accounts

Location & Offices

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

Contacts

3 of 4
  • CRAIG DEAN

    Managing PartnerCRD 6219093

  • EDWARD SAMSON

    CRD 2041321

  • SANFORD ROSENBERG

    Managing DirectorCRD 2936904

Unlock 1 more contacts

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
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth