Fort Sheridan Advisors LLC

RIASEC RegisteredEst. 2009

Total AUM

$1B

Discretionary

$1B

99% of AUM

Avg account

$881K

Accounts

1,174

Employees

Advisory reps

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

FINTRX

Overview

Fort Sheridan Advisors LLC is a privately held LLC that has been SEC-registered since 2009. The firm is organized as a hedge fund and serves individual and family clients, providing discretionary portfolio management as well as management for pooled vehicles and selection-of-adviser services. Its owner is an individual rather than an institutional parent. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees, commissions and performance-based fees. The firm does not identify as an active ESG investor. Investment activity tilts toward public equities and exchange-traded instruments, and the firm also operates within the hedge fund space—both as an allocator to hedge strategies and as an adviser to at least one private hedge fund it manages.