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Eddie Patel, Inc

● SEC registered since 2025CRD 148411SEC# 801-134594Chicago, IL
Export (members)
Reg. AUM
$160.7M
Employees
1
Accounts
1,065
Location
Chicago, IL

Eddie Patel, Inc assets under management

Eddie Patel, Inc is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2025. It reports $160.7 million in regulatory assets under management and employs 1 people.

Eddie Patel, Inc owners & executives

1 reported
NameTitleOwnershipSince
Eddie Ghanshyambhai Patel ControlPresident/CcoOver 75%2008

Frequently asked questions

How much does Eddie Patel, Inc manage?

Eddie Patel, Inc reports $160.7 million in regulatory assets under management on its Form ADV.

How many employees does Eddie Patel, Inc have?

Eddie Patel, Inc reports 1 employees.

Where is Eddie Patel, Inc located?

Eddie Patel, Inc is based in Chicago, IL and has been SEC-registered since 2025.

Does Eddie Patel, Inc disclose fund performance?

Eddie Patel, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2257 W Irving Park Rd, Ste 1, Chicago, IL 60618
Phone773-248-1000
Fax630-839-4992
Office hours10 - 5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$160.7M▲ 24%
Sep '25 — $129.6MOct '25 — $129.6MNov '25 — $129.6MDec '25 — $129.6MJan '26 — $129.6MFeb '26 — $160.7MMar '26 — $160.7MApr '26 — $160.7MMay '26 — $160.7MJun '26 — $160.7M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$160.7Mregulatory AUM
Discretionary $160.7M