|
⚲
|
| Versatile Capital Management LLC
✚
|
|
|---|---|
| CRD # | 173611 |
| SEC # | 801-134663 |
| CIK # | |
| AUM | $130.1 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 312-981-9848 |
| Address | 140 South Dearborn Chicago, IL 60603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.7 |
| (b) Individuals (high net worth individuals) | 30 | 122.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 130.1 |
| By Discretionary | ||
| Discretionary | 85 | 127.6 |
| Non-Discretionary | 3 | 2.5 |
| Total | 88 | 130.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.1 | |
| Total | 88 | 130.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alliance of Wealth Advisors LLC
✚
|
SD | 0.1 |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Solist Wealth LLC
✚
|
FL | 0.1 |
|
Wise Wealth Management LLC
✚
|
NY | 0.1 |
|
Cerasus Advisors Inc
✚
|
0.1 | |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
AAN Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Aria Wealth Management Inc
✚
|
CA | 0.1 |
|
Pearl Wealth LLC
✚
|
0.1 | |
|
Sophis Investments LLC
✚
|
NY | 0.1 |