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Outlook Capital Management, LLC

● SEC registered since 2025CRD 132339SEC# 801-132582Arlington Heights, IL
Export (members)
Reg. AUM
$147.4M
Employees
2
Accounts
169
Location
Arlington Heights, IL

Outlook Capital Management, LLC assets under management

Outlook Capital Management, LLC is a registered investment adviser overseen by the SEC based in Arlington Heights, IL. The firm has been registered since 2025. It reports $147.4 million in regulatory assets under management and employs 2 people.

Outlook Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Andrew Raub ControlPresident, Chief Compliance Officer, And Managing MemberOver 75%2004

Frequently asked questions

How much does Outlook Capital Management, LLC manage?

Outlook Capital Management, LLC reports $147.4 million in regulatory assets under management on its Form ADV.

How many employees does Outlook Capital Management, LLC have?

Outlook Capital Management, LLC reports 2 employees.

Where is Outlook Capital Management, LLC located?

Outlook Capital Management, LLC is based in Arlington Heights, IL and has been SEC-registered since 2025.

Does Outlook Capital Management, LLC disclose fund performance?

Outlook Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 S. Wilke Road Suite 200e, Arlington Heights, IL 60005-1522
Phone847-797-0600
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$147.4M▲ 45%
Mar '25 — $101.4MApr '25 — $101.4MMay '25 — $101.4MJun '25 — $101.4MJul '25 — $101.4MAug '25 — $101.4MSep '25 — $101.4MOct '25 — $101.4MNov '25 — $101.4MDec '25 — $101.4MJan '26 — $101.4MFeb '26 — $101.4MMar '26 — $147.4MApr '26 — $147.4MMay '26 — $147.4MJun '26 — $147.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$147.4Mregulatory AUM
Discretionary $147.4M