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| Happy Holidays!! thanks for using AUM13F!! |
| Outlook Capital Management LLC
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|---|---|
| CRD # | 132339 |
| SEC # | 801-132582 |
| CIK # | |
| AUM | $101.4 M (2025-05-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-797-0600 |
| Address | 125 S Wilke Road Suite 200E Arlington Heights, IL 60005-1522 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 4.0 |
| (b) Individuals (high net worth individuals) | 53 | 97.4 |
| (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 | 0.0 |
| (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 | 83 | 101.4 |
| By Discretionary | ||
| Discretionary | 83 | 101.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.4 | |
| Total | 83 | 101.4 |
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|---|---|---|
|
Financial Elements Inc
✚
|
IL | 0.1 |
|
FNEX Wealth LLC
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IN | 0.1 |
|
Genesis Financial Group LLC
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NJ | 0.1 |
|
Kahn Financial Group Inc
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FL | 0.1 |
|
Nest Investments LLC
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PA | 0.1 |
|
Oldfield Wealth Partners LLC
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ME | 0.1 |
|
Canaccord Genuity Wealth Management USA Inc
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|
0.1 | |
|
Royal Palms Capital LLC
✚
|
CA | 0.1 |
|
First Financial Services LLC
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|
AR | 0.1 |
|
Charles River Wealth Management LLC
✚
|
MA | 0.1 |