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 LLC is an independent registered investment adviser that began its SEC registration in 2021. Structured as a limited liability company with a mix of domestic entity and individual ownership, the firm serves both individual and family clients as well as institutional accounts. Its fee model combines percentage-of-AUM charges with fixed-fee arrangements. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not operate as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$377M in ETFs
63%
$238M
26%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $93.2M | 1,893,778 | 24.75% |
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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