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Horizon Capital Management, LLC

● SEC registered since 2025CRD 132113SEC# 801-133716Lake Forest, IL
Export (members)
Reg. AUM
$116M
Employees
1
Accounts
43
Location
Lake Forest, IL

Horizon Capital Management, LLC assets under management

Horizon Capital Management, LLC is an investment advisory firm registered with the SEC based in Lake Forest, IL. The firm has been registered since 2025. It reports $116 million in regulatory assets under management and employs 1 people.
www.horizoncapmgmt.comView on SEC.gov ↗

Horizon Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
James David Pattie ControlManaging Member, President, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Horizon Capital Management, LLC manage?

Horizon Capital Management, LLC reports $116 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Capital Management, LLC have?

Horizon Capital Management, LLC reports 1 employees.

Where is Horizon Capital Management, LLC located?

Horizon Capital Management, LLC is based in Lake Forest, IL and has been SEC-registered since 2025.

Does Horizon Capital Management, LLC disclose fund performance?

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

Contact & registration

AddressOne Westminster Place, Suite 100a, Lake Forest, IL 60045
Phone847-738-0801
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116M
Non-discretionary$0
Total (RAUM)$116M