Hilco Investment Advisors, LLC is a large advisory firm based in Northbrook. It manages $150 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Illinois.
Hilco Investment Advisors provides 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.
The assets under management (AUM) of Hilco Investment Advisors, LLC is $150 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hilco Investment Advisors, 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.
The only and largest group of clients of Hilco Investment Advisors is pooled investment vehicles with 1 clients and $150 million of assets under management. Among the 11 most similar advisory firms, Hilco Investment Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $150 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Hilco Investment Advisors also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 2 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hilco Investment Advisors, LLC performs its advisory services is located at One Northbrook Place 5 Revere Drive, Northbrook, IL 60062 1568, 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 847-509-1100 or by fax 847-509-1150. The normal business hours are 9:00am - 5:00pm on Monday - Friday.