Fort Sheridan Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high‑net‑worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm offers customized portfolio management, selection and oversight of sub‑advisers, retirement plan management, and pension consulting across global equity, fixed‑income, foreign exchange, commodity, and credit markets.
The brochure describes a long‑term, value‑oriented approach that uses quantitative optimization, computer models, technical analysis, and qualitative judgment rather than an automated “robo‑advisor” model. Portfolios are managed under individualized mandates and, when authorized, a limited power of attorney for discretionary trading, with ongoing monitoring of sub‑advisers and periodic client reviews.
Distinctive disclosures include that certain advisory personnel are also registered representatives of a FINRA‑registered broker‑dealer and may receive transaction‑based compensation, and that the firm serves as a liquidation manager for single‑company private funds and may recommend private investments in which a principal has a financial interest. The brochure also describes the use of derivatives and option strategies (including swaps in pension engagements), while noting the firm does not charge performance‑based fees, does not participate in wrap‑fee programs, and does not use soft‑dollar arrangements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees are charged for investment advisory services, other than subscription fees.
Advisory professionals may receive commissions for sale of securities and insurance products; commissions prohibited on securities transferred within 12 months.
Minimum fee: Fort Sheridan's advisory fee maximum is 1.0% annually, negotiable; additional sub-adviser fees apply. Fee-only: Advisory fees based on a percentage of assets under management or fixed fees agreed upon prior to engagement.
Main office
See office600 Central Avenue, Suite 365
Highland Park IL 60035
Advisors at this office
6
Offices (3)
Most active in
California · Florida · Illinois · New York · Pennsylvania · Texas
Also doing business as
Fort Sheridan Advisors LLC · Hpo Partners · Hpop LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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