Premise Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Premise Capital LLC
CRD #162430
SEC #801-74819
CIK #
AUM $293.6 MM (94% Disc, 100% US)
Employees4 (100% Investors, 50% Brokers)
Phone630-596-9911
Address300 E 5th Ave
Naperville, IL 60563
Source [IAPD] [Website]
Total AUM ($MM)
2952361771185902011201420172020
Sector Holding Cap ($MM) Value ($MM)
SHM69.2
SHY69.1
AGG26.3
IVW13.0
SPY12.3
IEFA11.4
IEMG4.2
EFA4.1
IJR3.0
SCHH2.5
View All
Holdings by Sector ($)
0.30.20.20.10.10.02017201820192020
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Hines & Warner Wealth Management LLC
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SHP Wealth Management LLC
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Allegis Investment Advisors LLC
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