Chicago Analytic Capital Management, LLC (Chicago)

Name: Chicago Analytic Capital Management, LLC
Address: One North Wacker Drive, Chicago, IL, 60606
Telephone: 312-334-1500

Chicago Analytic Capital Management, LLC is a large advisory firm based in Chicago. It manages $1.47 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Chicago Analytic Capital Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chicago Analytic Capital Management: assets under management

The assets under management (AUM) of Chicago Analytic Capital Management, LLC is $1.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 551% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chicago Analytic Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Chicago Analytic Capital Management, LLC

Jason Nathaniel Shih has been acting as President since 1 Jan 2004. Sharath Manda Sury joined the executive team most recently as the C.E.O..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sharath Manda Sury	C.e.o.	1 Jan 2000	75% - 100%	2647231
Jason Nathaniel Shih	President	1 Jan 2004	Other	1748762

Based in Chicago

The principal office where Chicago Analytic Capital Management, LLC performs its advisory services is located at One North Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-334-1500 or by fax 312-334-1501. The normal business hours are 7:30am to 6:00pm on Monday - Friday. You can find more information about the New York firm at cacmnet.com.