RIA Intelligence

HORIZON CAPITAL MANAGEMENT, LLC

CRD #132113 SEC #801-133716 LAKE FOREST, IL 847-738-0801
SEC Registered
Total AUM
$116M
Discretionary
$116M
Employees
1
Clients
26
Accounts
43

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PATTIE, JAMES, DAVIDIMANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 21, 2025 REGISTERED

Notice Filings (1)

IL

Address

ONE WESTMINSTER PLACE
SUITE 100A
LAKE FOREST, IL 60045
United States
Phone: 847-738-0801