Lotsoff Capital Management LLC is a large advisory firm based in Chicago. It manages $1.11 billion of regulatory assets for 237 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Lotsoff Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Lotsoff Capital Management LLC is $1.11 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lotsoff Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Wayne Reid joined the executive team most recently as the Managing Director, Co Chief Investment Officer Equity.
The principal office where Lotsoff Capital Management LLC performs its advisory services is located at 20 N. Clark Street, Chicago, IL 60602 4109, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 312-368-1442 or by fax 312-750-1131. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.lotsoff.com.