|
⚲
|
| Hemsley Advisors Ltd
✚
|
|
|---|---|
| CRD # | 106414 |
| SEC # | 801-47007 |
| CIK # | |
| AUM | $431.1 MM (2023-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 847-381-7314 |
| Address | 311 S Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 62.2 |
| (b) Individuals (high net worth individuals) | 100 | 367.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 431.1 |
| By Discretionary | ||
| Discretionary | 108 | 47.1 |
| Non-Discretionary | 559 | 384.0 |
| Total | 667 | 431.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.1 | |
| Total | 667 | 431.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
West Advisors Incorporated
✚
|
IN | 0.4 |
|
Ventira Private Wealth Management Ltd
✚
|
0.4 | |
|
West Branch Capital LLC
✚
|
MA | 0.4 |
|
Financial Plans & Strategies Inc
✚
|
IN | 0.4 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.4 |
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Oak Family Advisors LLC
✚
|
IL | 0.4 |
|
SSA Swiss Advisors AG
✚
|
0.4 | |
|
Meridian Investment Counsel Inc
✚
|
CA | 0.4 |
|
HZ Investments Inc
✚
|
MD | 0.4 |