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
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 2
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

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
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.
Compensation N/A. NO ADVISORY SERVICES AND NO ASSETS UNDER MANAGEMENT.

Identifiers

SEC RIA File Number 801-60559
SEC ERA File Number 801-60559
SEC CIK Numbers 1374998
SEC CRD Numbers 115439
Legal Entity Identifier None

Principal Office

4311 NORTH RAVENSWOOD AVE
SUITE 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
(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
(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
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

201002020202120222023202411 on 3/25/202011 on 6/29/202011 on 2/22/20219 on 10/19/20219 on 10/19/20219 on 3/31/20229 on 4/1/202211 on 6/14/202211 on 6/14/202212 on 6/28/202211 on 11/3/202211 on 11/3/202211 on 11/3/20222 on 3/24/2023

RAUM, Historic

1B500M02020202120222023706092453 on 3/25/2020706092453 on 6/29/2020911293609 on 2/22/2021911293609 on 10/19/2021911293609 on 10/19/2021809124132 on 3/31/2022809124132 on 4/1/2022809124132 on 6/14/2022809124132 on 6/14/2022809124132 on 6/28/2022809124132 on 11/3/2022809124132 on 11/3/2022809124132 on 11/3/2022

No. Clients, Historic

200100020202021202220232024166 on 3/25/2020166 on 6/29/2020182 on 2/22/2021182 on 10/19/2021182 on 10/19/2021160 on 3/31/2022160 on 4/1/2022160 on 6/14/2022160 on 6/14/2022160 on 6/28/2022160 on 11/3/2022160 on 11/3/2022160 on 11/3/20220 on 3/24/2023

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