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Advisor Os LLC

● SEC registered since 2017CRD 287792SEC# 801-110639Chicago, IL
Export (members)
Reg. AUM
$4.25B
Employees
2
Accounts
3,567
Location
Chicago, IL

Advisor Os LLC assets under management

Advisor Os LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2017. It reports $4.2 billion in regulatory assets under management and employs 2 people.

Advisor Os LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph David Taiber ControlManaging Member50-75%2017
Phillip John Kosmala ControlManaging Member And Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Advisor Os LLC manage?

Advisor Os LLC reports $4.2 billion in regulatory assets under management on its Form ADV.

How many employees does Advisor Os LLC have?

Advisor Os LLC reports 2 employees.

Where is Advisor Os LLC located?

Advisor Os LLC is based in Chicago, IL and has been SEC-registered since 2017.

Does Advisor Os LLC disclose fund performance?

Advisor Os LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 W. Randolph St., Suite 3050, Chicago, IL 60606
Phone312-300-4781
Fax312-300-4770
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1767580
Discloses disciplinary historyNo

Assets under management

Discretionary$1.95B
Non-discretionary$2.3B
Total (RAUM)$4.25B