Ljm Funds Management, Ltd. is a large advisory firm based in Chicago. It manages $383.16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.
Ljm Funds Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ljm Funds Management, Ltd. is $383.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ljm Funds Management, Ltd. for their services and products based on a percentage of assets under management. 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.
Jeffrey Wayne Kuhlman has been acting as President since 1 Jun 2012. Lauren Catherine Savino joined the executive team most recently as the Managing Director.
The principal office where Ljm Funds Management, Ltd. performs its advisory services is located at One Financial Place, Chicago, IL 60605, 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 312-756-0005 or by fax 312-756-0009. The normal business hours are 7 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at ljmfunds.com.