|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Chicago Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 112271 |
| SEC # | 801-66548 |
| CIK # | 0001592178 |
| AUM | $307.4 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 312-376-8350 |
| Address | Two North Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 10.0 | ||
| Apple Inc | 2.8 | ||
| Marriott International Inc /MD/ | 1.9 | ||
| Allstate Corp | 1.7 | ||
| CBIZ Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Morgan Stanley | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | CWM Fund LP | [2012-03-26] | 18.4 | 15.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 41.9 |
| (b) Individuals (high net worth individuals) | 115 | 251.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 13.5 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,018 | 307.4 |
| By Discretionary | ||
| Discretionary | 1,018 | 307.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,018 | 307.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.4 | |
| Total | 1,018 | 307.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jeffrey Cribbs | 1 | ||
| Carlos Sera | 1 | ||
| NA Cwm GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001592178] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bosun Asset Management LLC
✚
|
IL | 0.3 |
|
UNIO Capital LLC
✚
|
NJ | 0.3 |
|
Selway Asset Management Inc
✚
|
ID | 0.3 |
|
Alignment Financial Group LLC
✚
|
0.3 | |
|
Anchor Capital Management Group Inc
✚
|
CA | 0.3 |
|
Lloyd Harbor Capital Management LLC
✚
|
NY | 0.3 |
|
Hillman Capital Management Inc
✚
|
MD | 0.3 |
|
Goldstein Capital Corp
✚
|
NY | 0.3 |
|
Minerva Advisors LLC
✚
|
PA | 0.3 |
|
Regency Capital Management Inc
✚
|
HI | 0.3 |