STUDIO INVESTMENT MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 158489
- Registered since
- June 21, 2021
- Website
- www.studioinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.84%
- State / Municipal Government19.51%
- Individuals6.07%
- Charitable Organizations2.04%
- Pension & Profit Sharing Plans0.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Studio Investment Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves a mix of individual and family clients as well as institutional relationships, delivering financial planning and portfolio management services with a fee model that includes both percentage-of-AUM and fixed-fee arrangements. Ownership is listed as a combination of a domestic entity and individual owner(s). Studio does not position itself as a capital allocator, is not identified as a multi-state adviser, and does not report active ESG investing on its materials.
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 Equities38%
- Public Funds/Mutual Funds38%
- Sovereign Bonds18%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
3 of 4PHILIP SLEVIN
Portfolio ManagerCRD 6180668
James Veers
Portfolio ManagerCRD 7775311
MICHAEL WOLCOTT
PrincipalCRD 3003484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$349M in ETFs
68%
$238M
23%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $92.5M | 1,852,424 | 26.48% |
Location
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
- 1901 N Clybourn Ave
- Time zone
- CT (UTC-6)
- Office locations
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