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James Caird Capital Partners, LLC (Wheaton)


James Caird Capital Partners, LLC is a large advisory firm based in Wheaton. It manages $108 million of regulatory assets for 447 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, Colorado, Florida, Illinois, and Texas.

James Caird Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

James Caird Capital Partners: assets under management

The assets under management (AUM) of James Caird Capital Partners, LLC is $108 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $241.61 thousand each.
James Caird Capital Partners has custody of $18.8 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Caird Capital Partners, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wheaton

The principal office where James Caird Capital Partners, LLC performs its advisory services is located at 120 Liberty Place, Suite 230, Wheaton, IL 60187, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-784-2200 or by fax 630-784-2201. The normal business hours are 7:00 am-5:00pm on Monday - Friday.


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