Uhlmann Investment Management, L.L.C.
● SEC registered since 2018CRD 118025SEC# 801-113188Skokie, IL
Reg. AUM
$273.2M
Employees
11
Accounts
460
Location
Skokie, IL
Uhlmann Investment Management, L.L.C. assets under management
Uhlmann Investment Management, L.L.C. is an investment advisory firm registered with the SEC based in Skokie, IL. The firm has been registered since 2018. It reports $273.2 million in regulatory assets under management and employs 11 people.
Uhlmann Investment Management, L.L.C. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Robert Konn Control | Managing Member | Under 5% | 2007 |
| James Dana Baer Control | President | Under 5% | 2001 |
| Michael Fitzgerald Dunne | Cco | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Uhlmann Investment Management, L.L.C. manage?
Uhlmann Investment Management, L.L.C. reports $273.2 million in regulatory assets under management on its Form ADV.
How many employees does Uhlmann Investment Management, L.L.C. have?
Uhlmann Investment Management, L.L.C. reports 11 employees.
Where is Uhlmann Investment Management, L.L.C. located?
Uhlmann Investment Management, L.L.C. is based in Skokie, IL and has been SEC-registered since 2018.
Does Uhlmann Investment Management, L.L.C. disclose fund performance?
Uhlmann Investment Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5202 Old Orchard Road, Suite 250, Skokie, IL 60077 |
| Phone | 312-264-4400 |
| Fax | 312-264-4401 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1035344 |
| Discloses disciplinary history | No |
Regulatory AUM
$273.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$273.2Mregulatory AUM
Discretionary $232.9MNon-discretionary $40.3M