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Uhlmann Investment Management, L.L.C.

● SEC registered since 2018CRD 118025SEC# 801-113188Skokie, IL
Export (members)
Reg. AUM
$241.7M
Employees
11
Accounts
321
Location
Skokie, IL

Uhlmann Investment Management, L.L.C. assets under management

Uhlmann Investment Management, L.L.C. is an investment advisory firm registered with the SEC based in Skokie, IL. The firm has been registered since 2018. It reports $241.7 million in regulatory assets under management and employs 11 people.
www.upsecurities.comView on SEC.gov ↗

Uhlmann Investment Management, L.L.C. owners & executives

7 reported
NameTitleOwnershipSince
Alan Robert Konn ControlManaging MemberUnder 5%2007
James Dana Baer ControlPresidentUnder 5%2001
Michael Fitzgerald DunneCcoUnder 5%2023
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Frequently asked questions

How much does Uhlmann Investment Management, L.L.C. manage?

Uhlmann Investment Management, L.L.C. reports $241.7 million in regulatory assets under management on its Form ADV.

How many employees does Uhlmann Investment Management, L.L.C. have?

Uhlmann Investment Management, L.L.C. reports 11 employees.

Where is Uhlmann Investment Management, L.L.C. located?

Uhlmann Investment Management, L.L.C. is based in Skokie, IL and has been SEC-registered since 2018.

Does Uhlmann Investment Management, L.L.C. disclose fund performance?

Uhlmann Investment Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5202 Old Orchard Road, Suite 250, Skokie, IL 60077
Phone312-264-4400
Fax312-264-4401
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1035344
Discloses disciplinary historyNo

Assets under management

Discretionary$201.4M
Non-discretionary$40.3M
Total (RAUM)$241.7M