Purelight Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Purelight Investment Advisors LLC is a fee‑only, discretionary portfolio management firm founded in 2015 that states its advisory services are provided on a percentage‑of‑assets basis. The brochure indicates the firm generally serves individuals, trusts, estates, and charitable organizations, but it reported no client assets under management as of the filing date.
The firm’s investment process centers on documenting client objectives and risk tolerances and implementing portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly account reviews. Purelight accepts discretionary trading authority, aggregates trades across accounts, relies on selected broker‑dealers and custodians for execution and reporting, and discloses that it may receive soft‑dollar research and other broker‑provided benefits.
Operational features that distinguish the firm from many peers include no account minimums, an explicit policy not to vote client proxies (clients receive proxies directly), and a small, single‑advisor structure in which the principal is solely responsible for supervision and compliance. The firm also does not use third‑party money managers, does not act as custodian, and discloses soft‑dollar arrangements despite its limited scale.
Client services
Expertise
Fee options
1% annually, negotiable
Fee-only: Fee only portfolio management; no commissions or sales of securities
Main office
2700 N Hampden Ct., Suite 22 B
Chicago IL 60614
Advisors at this office
1
Most active in
Illinois
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.
Forms ADV
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