|
⚲
|
| Chicago Wealth Management Inc
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|
|
|---|---|
| CRD # | 112271 |
| SEC # | 801-66548 |
| CIK # | 0001592178 |
| AUM | $236.8 MM (2023-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 312-376-8350 |
| Address | Two North Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.3 | |
| MAR | 45,393.0 | 1.1 | |
| CBZ | 2,045.3 | 1.1 | |
| AMZN | 1,092,997.8 | 1.1 | |
| MSFT | 1,918,222.4 | 1.0 | |
| ALL | 34,565.4 | 0.9 | |
| TSLA | 723,390.3 | 0.6 | |
| MS | 136,724.0 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | CWM Fund LP | [2012-03-26] | 18.4 | 15.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 50.3 |
| (b) Individuals (high net worth individuals) | 89 | 173.6 |
| (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 | 14 | 12.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 935 | 236.8 |
| By Discretionary | ||
| Discretionary | 935 | 236.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 935 | 236.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.8 | |
| Total | 935 | 236.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Jeffrey Cribbs | 1 | ||
| Carlos Sera | 1 | ||
| NA Cwm GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001592178] |
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|---|---|---|
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