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DESPAIN INVESTMENT SOLUTIONS, LTD.

Advisory

COLLINSVILLE, IL

Data as of May 21, 2021 · Source: SEC Form ADV

Rank in IL

#1,438

of 1,719 advisers by AUM

Average account

$328K

across 58 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed May 21, 2021.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients58

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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BLACK ELM ADVISERS, LLC

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MARKS, TODT ROBERT

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