Fort Sheridan Advisors LLC
Firm details
- Headquarters
- Highland Park, Illinois
- CRD number
- 151139
- Registered since
- September 9, 2009
- Website
- www.fortllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
- Client types
- HNWI84.4%
- Individuals8.57%
- Pension & Profit Sharing Plans4.36%
- Corporations / Businesses2%
- Charitable Organizations0.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Fort Sheridan Advisors LLC is an SEC-registered investment adviser formed in 2009 and organized as an LLC. It operates as a hedge fund-style adviser while servicing individual and family clients; it also provides portfolio management for pooled vehicles and performs selection of other advisers. The firm charges a mix of fee types — percentage-of-AUM, fixed fees, commissions and performance-based fees — and reports that it does not pursue ESG integration as an active investor. Ownership is held by an individual.
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 Equities69%
- Cash & Cash Equivalents15%
- Derivatives12%
- US Government Bonds4%
Contacts
3 of 9
Thomas Weil
Managing DirectorCRD 4121774
Alissa Hirsh
Investment AssociateCRD 7025196
Alison Wilson
Registered AssistantCRD 5045720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$137M in ETFs
87%
$119M
6%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $21.4M | 31,097 | 15.55% |
Location
Highland Park, IL
Lake
Location
Highland Park, IL
Headquartered in Highland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 600 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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