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Capital Strategies Investment Group LLC

CRD 150091SEC# 801-70212Oakbrook Terrace, IL
Export (members)
No longer SEC-registered. Capital Strategies Investment Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$21.29B
Employees
23
Accounts
1,069
Location
Oakbrook Terrace, IL

Capital Strategies Investment Group LLC assets under management

Capital Strategies Investment Group LLC is a registered investment adviser overseen by the SEC based in Oakbrook Terrace, IL. It reports $21.3 billion in regulatory assets under management and employs 23 people.

Capital Strategies Investment Group LLC owners & executives

11 reported
NameTitleOwnershipSince
Alison Anne Bettonville ControlMemberUnder 5%2015
Barbara Best Revocable Trust Dated December 31, 2015 ControlMember50-75%2019
Barbara Jean Best ControlManaging MemberUnder 5%2009
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Frequently asked questions

How much does Capital Strategies Investment Group LLC manage?

Capital Strategies Investment Group LLC reports $21.3 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Strategies Investment Group LLC have?

Capital Strategies Investment Group LLC reports 23 employees.

Where is Capital Strategies Investment Group LLC located?

Capital Strategies Investment Group LLC is based in Oakbrook Terrace, IL.

Does Capital Strategies Investment Group LLC disclose fund performance?

Capital Strategies Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$5.29B
Non-discretionary$16B
Total (RAUM)$21.29B