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Via IV Investments, LLC

● SEC registered since 2021CRD 121992SEC# 801-120335Burr Ridge, IL
Export (members)
Reg. AUM
$190.5M
Employees
4
Accounts
531
Location
Burr Ridge, IL

Via IV Investments, LLC assets under management

Via IV Investments, LLC is an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2021. It reports $190.5 million in regulatory assets under management and employs 4 people.

Via IV Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Jacob Holland ControlMember; Chief Compliance Officer50-75%2002
Jeffrey Russell Coyner ControlMember50-75%2016

Frequently asked questions

How much does Via IV Investments, LLC manage?

Via IV Investments, LLC reports $190.5 million in regulatory assets under management on its Form ADV.

How many employees does Via IV Investments, LLC have?

Via IV Investments, LLC reports 4 employees.

Where is Via IV Investments, LLC located?

Via IV Investments, LLC is based in Burr Ridge, IL and has been SEC-registered since 2021.

Does Via IV Investments, LLC disclose fund performance?

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

Contact & registration

Address1333 Burr Ridge Parkway, Suite 200, Burr Ridge, IL 60527
Phone630-674-7226
Fax630-325-7249
Office hoursAs Needed
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190.5M
Non-discretionary$0
Total (RAUM)$190.5M