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Choreo, LLC

● SEC registered since 2011CRD 111221SEC# 801-57236Rockford, IL
Export (members)
Reg. AUM
$18.23B
Employees
218
Accounts
25,137
Location
Rockford, IL

Choreo, LLC assets under management

Choreo, LLC is an investment advisory firm registered with the SEC based in Rockford, IL. The firm has been registered since 2011. It reports $18.2 billion in regulatory assets under management and employs 218 people.

Choreo, LLC owners & executives

16 reported
NameTitleOwnershipSince
Compass Parent, L.P. ControlMemberOver 75%2022
Craig James Bartlett ControlSenior Vice President Of AdvisorsUnder 5%2023
Gregory Scott Dowler ControlChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Choreo, LLC manage?

Choreo, LLC reports $18.2 billion in regulatory assets under management on its Form ADV.

How many employees does Choreo, LLC have?

Choreo, LLC reports 218 employees.

Where is Choreo, LLC located?

Choreo, LLC is based in Rockford, IL and has been SEC-registered since 2011.

Does Choreo, LLC disclose fund performance?

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

Contact & registration

Address6735 Vistagreen Way, Suite 110, Rockford, IL 61107
Phone888-312-2467
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1679031
Discloses disciplinary historyNo

Assets under management

Discretionary$16B
Non-discretionary$2.23B
Total (RAUM)$18.23B