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X• I••••••••• LLC, CRD 284005
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| L••• K•••• G•••••• | n/a | CHICAGO, IL | 1 | 13 | n/a | no |
| L••••• K••••••• H••••• | n/a | CHICAGO, IL | 1 | 10 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••••• T•••••••• J••••• | Member | D | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| B•••••••• T•••••••• J••••• | CO-CEO | Na | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| X•• C•••••• P•••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 50.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $866M | $950M | -8.9% | $411M | 28.2% | 15 | 17 | 0 | 0 |
| yes |
| MANAGING DIRECTOR |
| Na |
| yes |
| 04/2016 |
| May 17, 2017 |
| Apr 19, 2024 |
| M••••••••• B•••••••• D•••• | MANAGING DIRECTOR AND GENERAL COUNSEL AND CCO | Na | yes | 03/2021 | Mar 16, 2020 | Apr 19, 2024 |
| S•••••• J•••• F•••• | CO-CEO | Na | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| S•••••• J•••• F•••• | Member | D | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| X•• A•••• M••••••••• L•• | Member | E | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| X•• H••••••• L•• | Member | E | yes | 04/2016 | May 17, 2017 | Apr 19, 2024 |
| $866M |
| $866M |
| 15 |
| 13 |
| 0 |
| n/a |
| n/a |
| 2024 | Apr 11, 2025 | $950M | $950M | 17 | 14 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $547M | $547M | 12 | 8 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $411M | $411M | 12 | 8 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $411M | $411M | 13 | 9 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $147M | $147M | 8 | 6 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $138M | $138M | 11 | 7 | 0 | n/a | n/a |
| 2018 | Mar 19, 2019 | $107M | $107M | 8 | 4 | 0 | n/a | n/a |
| 2017 | Mar 16, 2018 | $121M | $121M | 7 | 4 | 0 | n/a | n/a |