ADVISOR OS LLC

Legal name: TAIKO

CRD #287792 SEC #801-110639 CHICAGO, IL 312-300-4781

SEC Registered

Total AUM

$4.2B

Discretionary

$2B

Employees

Clients

Accounts

3,567

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 1, 2025
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
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
FUSION CAPITAL MANAGEMENT	DE	MEMBER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	D	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
KOSMALA, PHILLIP, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control
TAIBER, JOSEPH, DAVID	I	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLC	DE	FUSION CAPITAL MANAGEMENT	D	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control
BORER, RYAN, JOSEPH	I	FUSION CAPITAL MANAGEMENT	C	Control

Registrations

Federal

May 1, 2025 REGISTERED

Notice Filings (2)

IL TX

Address

225 W. RANDOLPH ST.
SUITE 3050
CHICAGO, IL 60606
United States

Phone: 312-300-4781