Contego Alternative Assets, LLC is a large advisory firm based in Chicago. It manages $96 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.
Contego Alternative Assets provides portfolio management for individuals and small businesses and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Contego Alternative Assets, LLC is $96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Contego Alternative Assets, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jon Russell Norberg has been acting as President since 1 Aug 2003. Caroline Alexandra Gillespie joined the executive team most recently as the Principal.
The principal office where Contego Alternative Assets, LLC performs its advisory services is located at 321 N. Clark St., Chicago, IL 60610, 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 312-376-1007 or by fax 312-376-1008. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.