TALL TREE INVESTMENT MANAGEMENT, LLC
CRD #160035 SEC #801-73578 WARRENVILLE, IL 312-224-7822
SEC Registered Private Funds
Total AUM
$235.3M
Discretionary
$235.3M
Employees
6
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERROD, FRANK, JOHN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | NA | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | NA | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| TALL TREE FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| LENGA, WILLIAM, DEAN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A | |
| TBVK-WRIGLEY INVESTORS, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | E | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | E | Control |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| ZAIS INVESTMENT 2006, LLC | DE | TBVK - WRIGLEY INVESTORS, LLC | E | |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
| LENGA, WILLIAM, DEAN | I | TALL TREE FINANCIAL PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Mar 27, 2024 REGISTERED
Notice Filings (1)
IL
Address
27475 FERRY RDSUITE 131
WARRENVILLE, IL 60555
United States
Phone: 312-224-7822