M & J WILKOW
M & J WILKOW, LTD. Legal Name
Adviser information for M & J WILKOW last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-112216 |
|---|---|
| SEC ERA File Number | 802-112216 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291202 |
| Legal Entity Identifier | None |
Principal Office
20 SOUTH CLARK STREETSUITE 3000
CHICAGO
IL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 312.726.9622, Fax: 312.726.0468
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| CLARK STREET MANAGER CORPORATION | Sponsor, GP, manager of pooled investment vehicles |
| M & J 11 STANWIX MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J 275 MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J CC MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J CH MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J CRANBERRY MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J EAST GATE SQUARE MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J EQUITIES CORPORATION | Sponsor, GP, manager of pooled investment vehicles |
| M & J ERIE STREET MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J FALLEN TIMBERS MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J GAS LIGHT MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J KEYSTONE MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J KNIGHTDALE MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J LP MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J MAGNOLIA MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J MERIDIAN MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J MILILANI MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J MM MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J OOM MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J PB MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J PC MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J PCE MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J PLAZA POINTE MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J SOUTHLANDS MANAGER INC | Sponsor, GP, manager of pooled investment vehicles |
| M & J STANWIX MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J USA PARKWAY MANAGER INC. | Sponsor, GP, manager of pooled investment vehicles |
| M & J WILKOW PROPERTIES, LLC | Real estate broker or dealer |
| M & J/WATERFRONT MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MJW INVESTMENTS, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| NORTH LASALLE STREET LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| VININGS VILLAGE MANAGER, INC. | Sponsor, GP, manager of pooled investment vehicles |
| WAIMEA RETAIL MANAGER CORPORATION | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 203 NORTH LASALLE STREET PARTNERSHIP | Real Estate Fund | $14.3M | $0.0M | 9 |
| M & J 11 STANWIX INVESTORS LLC | Real Estate Fund | $0.7M | $0.0M | 5 |
| M & J 275 INVESTORS LLC | Real Estate Fund | $5.6M | $0.0M | 14 |
| M & J CC INVESTORS LLC | Real Estate Fund | $1.0M | $0.0M | 3 |
| M & J CH INVESTORS LLC | Real Estate Fund | $3.1M | $0.0M | 14 |
| M & J EAST GATE SQUARE INVESTORS, LLC | Real Estate Fund | $6.9M | $0.0M | 10 |
| M & J ERIE STREET INVESTORS LLC | Real Estate Fund | $2.0M | $0.0M | 2 |
| M & J FALLEN TIMBERS INVESTORS, LLC | Real Estate Fund | $2.1M | $0.0M | 6 |
| M & J GAS LIGHT INVESTORS PARKING, LLC | Real Estate Fund | $0.6M | $0.0M | 6 |
| M & J GAS LIGHT INVESTORS, LLC | Real Estate Fund | $0.0M | $0.0M | 6 |
| M & J KEYSTONE INVESTORS LLC | Real Estate Fund | $0.5M | $0.0M | 18 |
| M & J KNIGHTDALE INVESTORS LLC | Real Estate Fund | $7.9M | $0.0M | 9 |
| M & J LP INVESTORS LLC | Real Estate Fund | $0.0M | $0.0M | 6 |
| M & J MAGNOLIA INVESTORS, LLC | Real Estate Fund | $4.3M | $0.0M | 17 |
| M & J MERIDIAN INVESTORS LLC | Real Estate Fund | $1.5M | $0.0M | 11 |
| M & J MILILANI INVESTORS, LLC | Real Estate Fund | $18.5M | $0.0M | 18 |
| M & J MM INVESTORS LLC | Real Estate Fund | $5.4M | $0.0M | 25 |
| M & J OOM INVESTORS LLC | Real Estate Fund | $10.0M | $0.0M | 16 |
| M & J PB INVESTORS LLC | Real Estate Fund | $2.2M | $0.0M | 26 |
| M & J PC INVESTORS LLC | Real Estate Fund | $8.4M | $0.0M | 25 |
| M & J PCE INVESTORS, LLC | Real Estate Fund | $1.6M | $0.0M | 15 |
| M & J SOUTHLANDS INVESTORS LLC | Real Estate Fund | $7.0M | $0.0M | 24 |
| M & J STANWIX INVESTORS, LLC | Real Estate Fund | $0.8M | $0.0M | 10 |
| M & J USA PARKWAY INVESTORS LLC | Real Estate Fund | $0.8M | $0.0M | 15 |
| M & J/LASALLE ASSOCIATES | Real Estate Fund | $4.9M | $0.0M | 55 |
| M & J/VININGS, LLC | Real Estate Fund | $0.8M | $0.0M | 25 |
| M & J/WAIMEA INVESTORS, LLC | Real Estate Fund | $5.4M | $0.0M | 42 |
| M & J/WATERFRONT INVESTORS, LLC | Real Estate Fund | $7.3M | $0.0M | 22 |
| NORTH LASALLE STREET LIMITED PARTNERSHIP | Real Estate Fund | $5.9M | $0.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| M & J WILKOW STOCK DYNASTY TRUST | Domestic Entity | – | STOCKHOLDER | 03/2009 | 50-75% |
| MENDEL WILKOW FAMILY TRUST | Domestic Entity | – | STOCKHOLDER | 07/2009 | 25-50% |
| WILKOW, MARC, ROBERT | Individual | M & J WILKOW STOCK DYNASTY TRUST | TRUSTEE | 03/2009 | 50-75% |
| WILKOW, CLIFTON, JACK | Individual | MENDEL WILKOW FAMILY TRUST | TRUSTEE | 07/2009 | 25-50% |
| WILKOW, MARC, ROBERT | Individual | – | PRESIDENT | 03/1983 | < 5% |
| WILKOW, CLIFTON, JACK | Individual | – | EXECUTIVE VICE PRESIDENT | 03/1983 | 10-25% |
| Wilkow, Gregg | Individual | – | STOCKHOLDER AND EXECUTIVE VICE PRESIDENT | 01/2008 | 10-25% |
| WILKOW, JORDAN, EDWARD | Individual | – | EXECUTIVE VICE PRESIDENT | 01/2023 | 10-25% |
| BROMELAND, ANDREW, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER | 06/2023 | < 5% |