Ljm Funds Management, Ltd. (Chicago)

Name: Ljm Funds Management, Ltd.
Address: One Financial Place, Chicago, IL, 60605
Telephone: 312-756-0005

Ljm Funds Management, Ltd. is a large advisory firm based in Chicago. It manages $383.16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Ljm Funds Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ljm Funds Management: assets under management

The assets under management (AUM) of Ljm Funds Management, Ltd. is $383.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $383.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $383.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ljm Funds Management, Ltd. for their services and products based on a percentage of assets under management. 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.

Careers at Ljm Funds Management, Ltd.

Jeffrey Wayne Kuhlman has been acting as President since 1 Jun 2012. Lauren Catherine Savino joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
J. Scott Sykora	President & chief compliance officer	1 Jun 2012	Other	6091297
Anthony Caine	Founder & chairman	1 Jun 2012	75% - 100%	3119357
Jeffrey Wayne Kuhlman	Director	1 Jun 2012	Other	3106077
Anish Parvataneni	Director of trading	1 Jun 2012	Other	4671308
Arjuna Ariathurai	Chief risk officer	1 Jun 2012	Other	6171313
Lauren Catherine Caine	Director of marketing	1 Nov 2012	Other	6136072
Kathryn Mcbride	Vice president & chief compliance officer	1 Jan 2016	Other	4929868
Lauren Catherine Savino	Managing director	1 Apr 2016	Other	6136072

Based in Chicago

The principal office where Ljm Funds Management, Ltd. performs its advisory services is located at One Financial Place, Chicago, IL 60605, 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 312-756-0005 or by fax 312-756-0009. The normal business hours are 7 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at ljmfunds.com.