PREMIER ASSET MANAGEMENT LLC
Adviser information for PREMIER ASSET MANAGEMENT LLC last updated from Form ADV on March 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Illinois, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | FIRM NO LONGER PROVIDES ADVISORY SERVICES. PREPARING TO FILE ADV-W. |
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Compensation | N/A. NO ADVISORY SERVICES AND NO ASSETS UNDER MANAGEMENT. |
Principal Office
4311 NORTH RAVENSWOOD AVESUITE 100
CHICAGO
IL
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (312) 462-1664, Fax: None
Chief Compliance Officer
DAVID BUCUR
123 MAIN STREET
EVANSVILLE
IN
United States
Tel:
(812) 464-1463
D**@*************************M
(Full email address available in API data)
Regulatory Contact
AUGUST H SCHUPP
CHIEF LEGAL OFFICER
8750 WEST BRYN MAWR AVENUE
SUITE 1300
CHICAGO
IL
United States
Tel:
(708) 831-7608
J***********@**************M
(Full email address available in API data)
Industry Affiliates
1834 INVESTMENT ADVISORS CO. | Other investment adviser, including financial planners |
OLD NATIONAL BANK | Banking or thrift institutionTrust company |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OLD NATIONAL BANCORP | Domestic Entity | – | SHAREHOLDER | 02/2022 | > 75% |
STEINER, JAMES, PAUL | Individual | – | PRESIDENT | 03/2022 | < 5% |
SCHUPP, AUGUST, HENRY | Individual | – | CHIEF LEGAL OFFICER | 03/2022 | < 5% |
BUCUR, DAVID, ROSS | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed May 9th, 2023 for period ending March 31st, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
N/A | N/A | 0 | 0 | – |