Mosaic Fi LLC
● SEC registered since 2026CRD 169670SEC# 801-135876Lincolnshire, IL
Reg. AUM
$112.8M
Employees
5
Accounts
253
Location
Lincolnshire, IL
Mosaic Fi LLC assets under management
Mosaic Fi LLC operates as an SEC-registered investment adviser based in Lincolnshire, IL. The firm has been registered since 2026. It reports $112.8 million in regulatory assets under management and employs 5 people.
Mosaic Fi LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jenifer Ann Aronson Control | Managing Partner | 50-75% | 2013 |
| Tamra R Wener Control | Partner/Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Mosaic Fi LLC manage?
Mosaic Fi LLC reports $112.8 million in regulatory assets under management on its Form ADV.
How many employees does Mosaic Fi LLC have?
Mosaic Fi LLC reports 5 employees.
Where is Mosaic Fi LLC located?
Mosaic Fi LLC is based in Lincolnshire, IL and has been SEC-registered since 2026.
Does Mosaic Fi LLC disclose fund performance?
Mosaic Fi LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Half Day Rd, Suite 100, Lincolnshire, IL 60069 |
| Phone | 847-371-5203 |
| Fax | 847-371-5203 |
| Office hours | 8:00 a.m. - 6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$112.8Mregulatory AUM
Discretionary $112.8M