Via IV Investments, LLC
● SEC registered since 2021CRD 121992SEC# 801-120335Burr Ridge, IL
Reg. AUM
$221.8M
Employees
4
Accounts
532
Location
Burr Ridge, IL
Via IV Investments, LLC assets under management
Via IV Investments, LLC is an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2021. It reports $221.8 million in regulatory assets under management and employs 4 people.
Via IV Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Jacob Holland Control | Member; Chief Compliance Officer | 50-75% | 2002 |
| Jeffrey Russell Coyner Control | Member | 50-75% | 2016 |
Frequently asked questions
How much does Via IV Investments, LLC manage?
Via IV Investments, LLC reports $221.8 million in regulatory assets under management on its Form ADV.
How many employees does Via IV Investments, LLC have?
Via IV Investments, LLC reports 4 employees.
Where is Via IV Investments, LLC located?
Via IV Investments, LLC is based in Burr Ridge, IL and has been SEC-registered since 2021.
Does Via IV Investments, LLC disclose fund performance?
Via IV Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1333 Burr Ridge Parkway, Suite 200, Burr Ridge, IL 60527 |
| Phone | 630-674-7226 |
| Fax | 630-325-7249 |
| Office hours | As Needed |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.8M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$221.8Mregulatory AUM
Discretionary $221.8M