DIXON MIDLAND COMPANY LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
312128
Registered since
January 25, 2021

Firm profile

FINTRX

Overview

Dixon Midland Company LLC operates as a privately organized investment adviser (a limited liability company) that appears to focus its activity through pooled investment vehicles rather than a traditional advisory client base. The firm is SEC-registered as of 2021 and is classified as an unclassified, owner-managed entity. It does not present itself as a capital allocator to external advisory clients, is not positioned as a multi-state adviser, and is not identified as an active ESG investor or pension consultant. Investment activity is concentrated in privately organized funds: the firm sponsors and advises a small set of funds with meaningful assets under management for a boutique operator. That structure suggests the firm’s deployment strategy is driven by fund-level mandates and investor commitments rather than retail account-by-account portfolio management. The firm’s owner-type is listed as individual, which typically indicates a closely held governance and decision-making structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • HEATHER PAYNE

    Chief Financial OfficerCRD 7324725

Contacts

2 of 2
  • PAUL FURLOW

    Co-Founder & Co-PresidentCRD 2167497

  • AARON MOBARAK

    Co-Founder & Co-PresidentCRD 7324724

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
980 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth