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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HTAA LLC
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|---|---|
| CRD # | 171391 |
| SEC # | 801-79752 |
| CIK # | |
| AUM | $76.7 M (2025-03-31) |
| Employees | 10 (70% Investors, 50% Brokers) |
| Phone | 312-356-3150 |
| Address | 141 W Jackson Boulevard Chicago, IL 60604 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 12.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 64.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 76.7 |
| By Discretionary | ||
| Discretionary | 2 | 76.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 76.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.7 | |
| Total | 2 | 76.7 |
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|---|---|---|
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Stratacore Capital Management LLC
✚
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NY | 0.1 |
|
Sundowner Capital Management LLC
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OR | 0.1 |
|
Pegasus Group LLC
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NJ | 0.1 |
|
Opportunus Wealth Management LLC
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0.1 | |
|
Revere Wealth Management LLC
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|
NY | 0.1 |
|
Exceed Advisory LLC
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|
NY | 0.1 |
|
Reynolds Capital Management LLC
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|
NV | 0.1 |
|
V&V Management Group Corporation
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|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |