Capital Strategies Investment Group LLC
- Assets, Funds, Holdings
| Capital Strategies Investment Group LLC
|
| CRD # | 150091 |
| SEC # | 801-70212 |
| CIK # | |
| AUM |
|
| Employees |
23 (52% Investors, 0% Brokers)
|
| Phone | 630-320-5100 |
| Address | One Parkview Plaza
Oakbrook Terrace, IL 60181 |
| Source |
[IAPD]
[Website] [Twitter] [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 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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