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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Strategies Investment Group LLC
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|---|---|
| CRD # | 150091 |
| SEC # | 801-70212 |
| CIK # | |
| AUM | $21.3 B (2025-07-07) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 630-320-5100 |
| Address | One Parkview Plaza Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 0.0 |
| (b) Individuals (high net worth individuals) | 179 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 105 | 18.6 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,069 | 21.3 |
| By Discretionary | ||
| Discretionary | 675 | 5.3 |
| Non-Discretionary | 394 | 16.0 |
| Total | 1,069 | 21.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.3 | |
| Total | 1,069 | 21.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sustainable Growth Advisers LP
✚
|
CT | 22.1 |
|
H&H International Investment LLC
✚
|
CA | 21.9 |
|
TRowe Price Hong Kong Limited
✚
|
21.8 | |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 21.8 |
|
Johnson Investment Counsel Inc
✚
|
OH | 20.9 |
|
Bandhan AMC Limited
✚
|
20.6 | |
|
Fund Evaluation Group LLC
✚
|
OH | 20.6 |
|
Xponance Inc
✚
|
PA | 20.5 |
|
Belle Haven Investments LP
✚
|
NY | 20.4 |
|
Highland Associates Inc
✚
|
AL | 20.1 |