ADVOCATE INVESTMENT ADVISORS, L.L.C.
Legal name: ADVOCATE ASSET MANAGEMENT, LLC
CRD #118616 SEC #801-61001 CHICAGO, IL 312-578-8300
SEC Registered Private Funds
Total AUM
$62M
Discretionary
$62M
Employees
1
Clients
--
Accounts
21
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUDISH, DAVID, JACK | I | PRESIDENT | NA | Control |
| KUDISH, DAVID, JACK | I | PRESIDENT | NA | Control |
| KUDISH, DAVID, JACK | I | PRINCIPAL | NA | Control |
| KUDISH, DAVID, JACK | I | PRINCIPAL | NA | Control |
| KUDISH, DAVID, JACK | I | PRESIDENT | NA | Control |
| KUDISH, DAVID, JACK | I | PRINCIPAL | NA | Control |
| KUDISH, DAVID, JACK | I | PRINCIPAL | NA | Control |
| SEAGREN, JOANN, MCCLURE | I | PRINCIPAL | NA | Control |
| SEAGREN, JOANN, MCCLURE | I | MEMBER | NA | Control |
| THOMPSON, DAVID, MATTHEW | I | PRINCIPAL | NA | |
| THOMPSON, MICHAEL, ANTHONY | I | PRINCIPAL | NA | |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | E | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | E | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | E | Control |
| KUDISH, DAVID J. | DE | PRESIDENT AND MEMBER | E | Control |
| KUDISH, DAVID, JACK | I | PRESIDENT AND MANAGER | E | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | D | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | D | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | C | Control |
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | MEMBER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KIMBAROVSKY, MIKHAIL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SEAGREN, JOANN, MCCLURE | I | PRINCIPAL | B | Control |
| SEAGREN, JOANN, MCCLURE | I | PRINCIPAL | B | Control |
| SEAGREN, JOANN, MCCLURE | I | PRINCIPAL | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986 | DE | ADVOCATE ASSET MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Jun 18, 2012 REGISTERED
Notice Filings (3)
FL IL MA
Address
55 W. MONROESUITE 910
CHICAGO, IL 60603
United States
Phone: 312-578-8300