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Arena Consulting, LLC (Highland Park)


Arena Consulting, LLC is an adviser based in Highland Park. It manages $19 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2009.

Arena Consulting provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arena Consulting: assets under management

The assets under management (AUM) of Arena Consulting, LLC is $19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.27 million each.
Arena Consulting has custody of $19 million in cash and securities for 15 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Arena Consulting, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Highland Park

The principal office where Arena Consulting, LLC performs its advisory services is located at 1160 Hilary Lane, Highland Park, IL 60035, 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 847-579-9917 or by fax 847-556-6598. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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