Advisor Os LLC
● SEC registered since 2017CRD 287792SEC# 801-110639Chicago, IL
Reg. AUM
$5.09B
Employees
2
Accounts
12
Location
Chicago, IL
Advisor Os LLC assets under management
Advisor Os LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2017. It reports $5.1 billion in regulatory assets under management and employs 2 people.
Advisor Os LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph David Taiber Control | Managing Member | 50-75% | 2017 |
| Phillip John Kosmala Control | Managing Member And Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Advisor Os LLC manage?
Advisor Os LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does Advisor Os LLC have?
Advisor Os LLC reports 2 employees.
Where is Advisor Os LLC located?
Advisor Os LLC is based in Chicago, IL and has been SEC-registered since 2017.
Does Advisor Os LLC disclose fund performance?
Advisor Os LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 W. Randolph St., Suite 3050, Chicago, IL 60606 |
| Phone | 312-300-4781 |
| Fax | 312-300-4770 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767580 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.09B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$5.09Bregulatory AUM
Discretionary $1.79BNon-discretionary $3.3B