Pavilion Advisory Group Inc. is a large advisory firm based in Chicago. It manages $3.14 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Illinois, Indiana, Minnesota, and Missouri.
Pavilion Advisory Group provides pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and investment consulting services to institutional investors, involving policy, strategy, evaluation and education. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pavilion Advisory Group Inc. is $3.14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43247% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pavilion Advisory Group Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Daniel Sidney Friedman is charitable organizations with 9 clients and $500.13 million of assets under management. Among the 8 most similar advisory firms, Pavilion Advisory Group has the 2nd highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $500.13 million for 9 clients. 2% of the firm’s clients are foreign persons or businesses.
Pavilion Advisory Group doesn't advise any private funds.
The company employs 93 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daniel Sidney Friedman has been acting as President since 1 Jun 2016. Inc. Marsh & Mclennan Companies joined the executive team most recently as the Member.
The principal office where Pavilion Advisory Group Inc. performs its advisory services is located at 227 W. Monroe Street, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-798-3200 & 312-214-1500 or by fax 312-902-1984. The normal business hours are 8:30 am - 5:00 pm central on Monday - Friday. You can find more information about the New York firm at 401kconsultants.com.