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SEC-registered adviser

C•••••• G•••• I•••••••••

Institutional managerNiles, IllinoisCRD 111717SEC 801-41787websiteIAPD
Legal name C•••••• G•••• I••
Latest filing Jan 28, 2026
First filing on the tape Mar 28, 2012 · 18 filings
SEC status approved since Jun 23, 1992
RAUM
$167M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$167M as of Jan 28, 2026
Mar 28, 2012$273M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jan 28, 2026
Mar 4, 20130 then
Employees (5.A)3 as of Jan 28, 2026
Mar 4, 20132 then
Private funds: no history
RAUM +31% over the last fiscal year+36% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jan 28, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$18.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+31%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • State and municipal entities$161M97%
  • Pension and profit-sharing plans$5.3M3.2%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
2reported
Charitable clients
n/areported
Accounts
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • K••••••• G••• · President, Treasurer, Directorcontrol
        since 02/1992 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $127M to $167M
        Jan 23, 2025 to Jan 28, 2026
      • Pension RAUM · $5.7M to $5.3M
        Jan 23, 2025 to Jan 28, 2026
      • RAUM · $127M to $167M
        Jan 23, 2025 to Jan 28, 2026
      • Accounts · 8 to 9
        Feb 20, 2024 to Jan 23, 2025
      • Pension plan clients · 8 to 2
        Feb 20, 2024 to Jan 23, 2025
      • Employees · 1 to 3
        Feb 20, 2024 to Jan 23, 2025
      • Financial planning clients · unset to
        Feb 20, 2024 to Jan 23, 2025
      • Discretionary RAUM · $101M to $127M
        Feb 20, 2024 to Jan 23, 2025
      • Pension RAUM · $8.9M to $5.7M
        Feb 20, 2024 to Jan 23, 2025
      • RAUM · $101M to $127M
        Feb 20, 2024 to Jan 23, 2025
      • Accounts · 5 to 8
        Feb 17, 2023 to Feb 20, 2024
      • Pension plan clients · unset to 8.0
        Feb 17, 2023 to Feb 20, 2024
      • Discretionary RAUM · $65.9M to $101M
        Feb 17, 2023 to Feb 20, 2024
      • Pension RAUM · unset to 8900000.0
        Feb 17, 2023 to Feb 20, 2024
      • RAUM · $65.9M to $101M
        Feb 17, 2023 to Feb 20, 2024
      • Accounts · 12 to 5
        Feb 9, 2022 to Feb 7, 2023
      • Advisory activities · 1 to 2
        Feb 9, 2022 to Feb 7, 2023
      • Pension plan clients · 7.0 to unset
        Feb 9, 2022 to Feb 7, 2023
      • Discretionary RAUM · $115M to $65.9M
        Feb 9, 2022 to Feb 7, 2023
      • Pension RAUM · 58894071.0 to unset
        Feb 9, 2022 to Feb 7, 2023
      • RAUM · $115M to $65.9M
        Feb 9, 2022 to Feb 7, 2023
      • Accounts · 13 to 12
        Feb 23, 2021 to Feb 9, 2022
      • Pension plan clients · 8 to 7
        Feb 23, 2021 to Feb 9, 2022
      • Discretionary RAUM · $143M to $115M
        Feb 23, 2021 to Feb 9, 2022
      • Pension RAUM · $87.4M to $58.9M
        Feb 23, 2021 to Feb 9, 2022
      • RAUM · $143M to $115M
        Feb 23, 2021 to Feb 9, 2022
      • Employees · 3 to 1
        Feb 28, 2020 to Feb 23, 2021
      • Discretionary RAUM · $123M to $143M
        Feb 28, 2020 to Feb 23, 2021
      • Pension RAUM · $68.0M to $87.4M
        Feb 28, 2020 to Feb 23, 2021
      • RAUM · $123M to $143M
        Feb 28, 2020 to Feb 23, 2021
      • State-registered IARs · 1 to 0
        Feb 25, 2019 to Feb 28, 2020
      • Discretionary RAUM · $112M to $123M
        Feb 25, 2019 to Feb 28, 2020
      • Pension RAUM · $59.6M to $68.0M
        Feb 25, 2019 to Feb 28, 2020
      • RAUM · $112M to $123M
        Feb 25, 2019 to Feb 28, 2020
      • Pension plan clients · 13 to 8
        Mar 15, 2018 to Feb 25, 2019
      • Employees · 2 to 3
        Mar 15, 2018 to Feb 25, 2019
      • State-registered IARs · 0 to 1
        Mar 15, 2018 to Feb 25, 2019
      • Discretionary RAUM · $100M to $112M
        Mar 15, 2018 to Feb 25, 2019
      • Pension RAUM · $100M to $59.6M
        Mar 15, 2018 to Feb 25, 2019
      • RAUM · $100M to $112M
        Mar 15, 2018 to Feb 25, 2019
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      w••.c•••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      847-318-9975reportedpublic record, Form ADV, Jan 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Institutional managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026