Considerate Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309585
- Website
- www.consideratecapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.77%
- Individuals13.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Considerate Capital, LLC is an independent, Illinois-based limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides financial planning plus portfolio management services for individuals, small businesses and institutional business clients. It also performs selection of other advisers and offers educational seminars and workshops. Its fee arrangements include both percentage-of-AUM and fixed-fee models. The adviser does not identify as an active ESG investor and is not structured as a multi-state firm.
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
Asset composition
- Exchange Traded Equities51%
- Cash & Cash Equivalents45%
- Public Funds/Mutual Funds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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