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ATTUCKS ASSET MANAGEMENT, LLC
CRD 118891File 801-60958
APPROVED
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.86B
Top 25% of cohort (national)
Discretionary AUM
$3.86B
Clients
16
18 accounts
Employees
12
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 25, 2002
- Principal office
- 321 NORTH CLARK STREET, SUITE 740, CHICAGO, IL, 60654
- Phone
- 312-422-9200
- Website
- HTTP://WWW.ATTUCKSFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.86B
- Discretionary AUM
- $3.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18
- Non-discretionary accounts
- 0
- Total accounts
- 18
- AUM per client
- $241.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $478.1M |
| Pension and profit sharing plans | 16 | $2.98B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 14 | 16 | increased by2 |
| Apr 1, 2026 | AUM | $3,382,842,492 | $3,859,952,013 | increased by$477,109,521 |
| Apr 1, 2026 | Accounts | 17 | 18 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 14 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,500,174,945 | $3,382,842,492 | decreased by$1,117,332,453 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 17 | decreased by1 |
| Jul 1, 2022 | AUM | $4,500,086,227 | $4,500,174,945 | increased by$88,718 |
| Apr 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2022 | Clients | 10 | 18 | increased by8 |
| Apr 1, 2022 | AUM | $2,167,060,672 | $4,500,086,227 | increased by$2,333,025,555 |
| Apr 1, 2022 | Accounts | 10 | 18 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATTUCKS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATTUCKS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.