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AdvisorCensus / Financial advisors / Illinois / Chicago, IL / U.S. Bank National Association

Financial advisors in Chicago, IL using U.S. Bank National Association

8 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name U.S. Bank National Association as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Chicago, IL ยท How this list is built

FirmCityRegistrationAssets band
Antares Capital Advisers LLCChicagoSEC-registered investment adviserOver $5 billion
Blue Owl Real Estate Capital LLCChicagoSEC-registered investment adviserOver $5 billion
Calamos Advisors LLCNapervilleSEC-registered investment adviserOver $5 billion
Capital Resource Management,inc.DeerfieldSEC-registered investment adviser$500 million to $1 billion
Fiducient Advisors LLCChicagoSEC-registered investment adviserOver $5 billion
OFS Capital Management, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
PT Asset Management, LLCChicagoSEC-registered investment adviserOver $5 billion
Ptma Investment AdvisorsNapervilleSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. U.S. Bank National Association nationwide

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AdvisorCensus. Financial advisors in Chicago, IL using U.S. Bank National Association. https://advisorcensus.com/advisors/il/chicago/custodians/u-s-bank-national-association
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