|
⚲
|
| Keyboard |
| Chicago Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 112271 |
| SEC # | 801-66548 |
| CIK # | 0001592178 |
| AUM | 365.7 M (2026-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 312-376-8350 |
| Address | Two North Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 9.0 | ||
| Apple Inc | 3.5 | ||
| SPDR Gold Trust | 2.4 | ||
| Marriott International Inc /MD/ | 2.2 | ||
| Allstate Corp | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | CWM Fund LP | [2012-03-26] | 18.4 M | 15.7 M |
| Filed 2012-09-07 (D) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 50.6 |
| (b) Individuals (high net worth individuals) | 116 | 299.2 |
| (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 | 16 | 15.6 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 365.7 |
| By Discretionary | ||
| Discretionary | 1,037 | 365.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,037 | 365.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.7 | |
| Total | 1,037 | 365.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Cribbs | Promoter | 1 | 1 | |
| Carlos Sera | Promoter | 1 | 1 | |
| NA Cwm GP LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001592178] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cannell Capital LLC
✚
|
WY | 372.8 M |
|
RPO LLC
✚
|
CT | 372.1 M |
|
Masonry Capital Management LLC
✚
|
VA | 370.5 M |
|
LRZ Capital LLC
✚
|
FL | 370.0 M |
|
Menlo Advisors LLC
✚
|
CA | 369.7 M |
|
Persimmon Capital Management LP
✚
|
PA | 368.5 M |
|
Enhancing Capital LLC
✚
|
PA | 368.0 M |
|
Regency Capital Management Inc
✚
|
HI | 364.1 M |
|
Cook & Bynum Capital Management LLC
✚
|
AL | 359.8 M |
|
AIS Capital Management LP
✚
|
CT | 358.3 M |