Carpe Diem Capital Management LLC (Chicago)
Carpe Diem Capital Management LLC is a large advisory firm based in Chicago. It manages $39.84 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.
Carpe Diem Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Carpe Diem Capital Management: assets under management
The assets under management (AUM) of Carpe Diem Capital Management LLC is $39.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Carpe Diem Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Chicago
The principal office where Carpe Diem Capital Management LLC performs its advisory services is located at 111 S Wacker Dr, Ste 3950, Chicago, IL 60606 4309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-803-5010 or by fax 312-803-5017. The normal business hours are 8am-5pm on Monday - Friday.
Registered investment advisers similar to Carpe Diem Capital Management LLC
- Wildwood Wealth Management
- Cunningham Wealth Management
- Guerra Ruben Edward
- Griffon May
- Parkworth Wealth Management
- L.J. Brey
- L.O. Gardner Inc. Dba Gardner Advisors
- Kirchenbauer, Lisa Anne Kirkpatrick
- Pirmann Financial Services, Incorporated
- Richey, Mark A
- Forum Asset Management
- Hankinson Wealth Management
- Martin J D &
- Artemis Investment Management
- Downey Capital Management