Cts Strategic Investments, LLC is a large advisory firm based in Chicago. It manages $144.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.
Cts Strategic Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cts Strategic Investments, LLC is $144.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cts Strategic Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Monique Moura Srivastava has served as the Chief Investment Officer since 1 Mar 2007. The Lodas Family Limited Partnership joined the executive team most recently as the Capital Member.
The principal office where Cts Strategic Investments, LLC performs its advisory services is located at 71 South Wacker, Chicago, IL 60606 The mailing address of the firm is Po Box 0668, Chicago, IL 60690. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-957-8002. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.ctsstrategic.com.