Horizon Capital Management, LLC
● SEC registered since 2025CRD 132113SEC# 801-133716Lake Forest, IL
Reg. AUM
$136.2M
Employees
1
Accounts
40
Location
Lake Forest, IL
Horizon Capital Management, LLC assets under management
Horizon Capital Management, LLC is an investment advisory firm registered with the SEC based in Lake Forest, IL. The firm has been registered since 2025. It reports $136.2 million in regulatory assets under management and employs 1 people.
Horizon Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James David Pattie Control | Managing Member, President, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Horizon Capital Management, LLC manage?
Horizon Capital Management, LLC reports $136.2 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Capital Management, LLC have?
Horizon Capital Management, LLC reports 1 employees.
Where is Horizon Capital Management, LLC located?
Horizon Capital Management, LLC is based in Lake Forest, IL and has been SEC-registered since 2025.
Does Horizon Capital Management, LLC disclose fund performance?
Horizon Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Westminster Place, Suite 100a, Lake Forest, IL 60045 |
| Phone | 847-738-0801 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.2M▲ 17%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$136.2Mregulatory AUM
Discretionary $136.2M