|
⚲
|
| Taiber Kosmala & Associates LLC
✚
|
|
|---|---|
| CRD # | 161703 |
| SEC # | 801-76838 |
| CIK # | |
| AUM | $716.7 M (2026-03-27) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 312-300-4781 |
| Address | 225 W Randolph St Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 0.7 |
| By Discretionary | ||
| Discretionary | 16 | 0.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 16 | 0.7 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 5.1 |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 0.7 |
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|---|---|---|
|
Unofficial Management Inc
✚
|
NY | 0.7 |
|
AXQ Capital LP
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|
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|
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|
3Fourteen & SMI Advisory Services LLC
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|
Decagon Asset Management US LP
✚
|
NY | 0.7 |
|
USCF Advisers LLC
✚
|
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|
Alpha Investment Consulting Group LLC
✚
|
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|
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✚
|
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|
Fieldview Capital Management LLC
✚
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