Blair William Leveraged Capital Management LP (Chicago)


Blair William Leveraged Capital Management LP is a pension cosultant based in Chicago. It manages $221.38 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Blair William Leveraged Capital Management 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.

Blair William Leveraged Capital Management: assets under management

The assets under management (AUM) of Blair William Leveraged Capital Management LP is $221.38 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $221.38 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $221.38 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blair William Leveraged Capital Management LP for their services and products based on a percentage of assets under management and 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 Chicago

The principal office where Blair William Leveraged Capital Management LP performs its advisory services is located at 222 West Adams St, Chicago, IL 60606, 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 312-236-1600 or by fax 312-551-4646. The normal business hours are 8:30a.m. to 4:30p.m. on Monday - Friday.