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Mosaic Fi LLC

● SEC registered since 2026CRD 169670SEC# 801-135876Lincolnshire, IL
Export (members)
Reg. AUM
$112.8M
Employees
5
Accounts
253
Location
Lincolnshire, IL

Mosaic Fi LLC assets under management

Mosaic Fi LLC operates as an SEC-registered investment adviser based in Lincolnshire, IL. The firm has been registered since 2026. It reports $112.8 million in regulatory assets under management and employs 5 people.
www.facebook.com/mosaic-fi-800491810065034View on SEC.gov ↗

Mosaic Fi LLC owners & executives

2 reported
NameTitleOwnershipSince
Jenifer Ann Aronson ControlManaging Partner50-75%2013
Tamra R Wener ControlPartner/Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Mosaic Fi LLC manage?

Mosaic Fi LLC reports $112.8 million in regulatory assets under management on its Form ADV.

How many employees does Mosaic Fi LLC have?

Mosaic Fi LLC reports 5 employees.

Where is Mosaic Fi LLC located?

Mosaic Fi LLC is based in Lincolnshire, IL and has been SEC-registered since 2026.

Does Mosaic Fi LLC disclose fund performance?

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

Contact & registration

Address475 Half Day Rd, Suite 100, Lincolnshire, IL 60069
Phone847-371-5203
Fax847-371-5203
Office hours8:00 a.m. - 6 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.8M
Non-discretionary$0
Total (RAUM)$112.8M