| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Grant Control | President, Chief Compliance Officer, Secretary, Treasurer | 25-50% | 2003 |
| Forrest R. Patin | Owner | Under 5% | 2005 |
| Theodore David Levin Control | Vice President | 25-50% | 2003 |
Grant Koehler & Levin Ltd. reports $258.3 million in regulatory assets under management on its Form ADV.
Grant Koehler & Levin Ltd. reports 4 employees.
Grant Koehler & Levin Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 414-403-2734 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $251.1M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $258.3M |