Forty4 Asset Management LLC (Chicago)

Name: Forty4 Asset Management LLC
Address: 141 W. Jackson Blvd., Chicago, IL, 60604
Telephone: 312-462-9990

Forty4 Asset Management LLC is a large advisory firm based in Chicago. It manages $391.42 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.

Forty4 Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forty4 Asset Management: assets under management

The assets under management (AUM) of Forty4 Asset Management LLC is $391.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $391.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.86 million each.

Forty4 Asset Management has custody of $391.42 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Forty4 Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Igor Chernomzav	Trustee	1 Apr 2008	Other	4829642
Caleb Fryer Fishkin	Trustee	1 Jul 2009	25% - 50%	4840924
Igor Chernomzav Living Trust	Member	1 Sep 2009	25% - 50%	46-5496369

Based in Chicago

The principal office where Forty4 Asset Management LLC performs its advisory services is located at 141 W. Jackson Blvd., Chicago, IL 60604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-462-9990 or by fax 312-604-6697. The normal business hours are 8am -4pm on Monday - Friday. You can find more information about the New York firm at www.forty4am.com.

Forty4 Asset Management LLC (Chicago)

Forty4 Asset Management: assets under management

Fees & Commissions

Indirect Owners

Based in Chicago

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